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

To: Gottfried who wrote (20670)	6/22/1998 11:46:00 PM
From: jtechkid	Respond to of 70976

exactly my point from that article. this week is very big with pre announcement since we are deep in the quarter and i believe if we do not get a bad announcement--ie intc, klac, txn, then we will at least rally. my point is again the july quarter will be the worst and the october quarter will be at least flat. the key why have started a position is no one has really ever picked a upturn or downturn in this group. at this point it is more a valuation concern. i see a good trading buy and if the stocks get extented i will sell. i own amat 26.75. this week will be interesting.