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

To: David Rosenthal who wrote (20596)	6/19/1998 11:57:00 AM
From: Ramsey Su	Respond to of 70976

Dave, forgot to say that you can also then play some acct tricks and turn bad earnings into one time charge offs, which usually are treated a little friendlier than missing estimates. Brian, I don't understand what you see as positive on your last posts. Ramsey

To: David Rosenthal who wrote (20596)	6/19/1998 12:00:00 PM
From: Big Bucks	Respond to of 70976

Dave and Ramsey, BRAVO!!! You guys are exactly right, IMO. This is business finesse to minimize a direct assault on stock valuation by sidestepping the real issue of decreasing/weaker sales to come. At some point the market will see thru this well described "veiled" earnings outlook and associate it with all semi-equip mfg's. I'm actually surprised that the semi-equip mfg's haven't been thoroughly trounced by now. There is more downside action to come over the next 4-8 weeks as reality forces funds to unload the short/mid term losers and focus on sectors with increasing growth/earnings potential. There is no real growth potential in the semi sector stocks in the mid term, IMHO. Still manuevering for another volley, but the "prey" is being elusive, just need to continue to practice patience until the opportune time to take out the sails and attack when she is dead in the water. Ahoy, BB