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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Fortinwit who wrote (20580)6/19/1998 12:45:00 AM
From: David Rosenthal  Read Replies (2) | Respond to of 70976
 
Fortinwit,

I would be surprised if NVLS does not rally. NVLS is still in Wall Street's good graces despite the recent pullback. This was demonstrated on Monday and Tuesday by the strong price rally back from the recent low. The KLIC damage was limited mainly to KLIC with some additional minor weakness on back-end companies and there was little carryover of that weakness on Thursday. Therefore, the semi-equip sector has temporarily stabilized and NVLS should rally.

Some really bad news could push the sector back in the dumper however.

Dave