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

To: Paul V. who wrote (21005)	6/30/1998 5:59:00 PM
From: jtechkid	Read Replies (3) \| Respond to of 70976

microchip just came out with great numbers and news-also, this is what everybody is missing-GUS RICHARDS from h&q -second ranked guy in this group from institional investor said today that roughly 23billion in factory expansions have been postponed which will lead to chip supplies constricted and a more balance memory market. thats my point this industry is not dead neither is technology .i really think this quarter will be the bottom in eps with numbers getting stronger by the end of the year. their is so much money out there and this is a favorite sector for instititions and people are sick of the internet stocks and will jump on any good new to get back in this groupi really think you will see a big rally in november when amat comes out with numbers and like 1996 this month will prove to be the bottom..