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

To: Gottfried who wrote (21050)	7/2/1998 8:07:00 AM
From: Joe S Pack	Respond to of 70976

Today, AMAT may turn south because of these -ve news: 1) KLAC is missing their number and the out look is not rosy for near future. news.com 2) INTEL for the first time started closing factory on a temporary basis and looking for more aggressive lay-off options. news.com 3) The third, but not directly related news, is that CompUSA will show -ve numbers this quarter. biz.yahoo.com On the positive side Japan is giving a serious front to their bridge bank which may boost other sectors. But this does not mean semi equips will get immediate boost. -Karun

To: Gottfried who wrote (21050)	7/2/1998 12:32:00 PM
From: Paul V.	Read Replies (2) \| Respond to of 70976

Gottfried, >The semi equipment outlook is cloudy and all I hear says things won't improve for a year or so. Normally stock prices don't rise that far ahead of a better outlook. Looking at SI overall, the bull/bear ratio has increased a lot lately, though. Some of those voting bullish must be invested in AMZN. <g> bull/bear ratio techstocks.com AMAT vs AMZN exchange2000.com; So which stock would you rather buy AMZN the momentum stock at present or AMAT which is down.<g> I stay with the Gorilla stock-AMAT. Semi's are at the 23.1 and in a column of "x", bull alert status. Paul