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

To: Proud_Infidel who wrote (21147)	7/6/1998 5:09:00 PM
From: jtechkid	Respond to of 70976

I BELIEVE all the bad news are in these stocks-people expect amat to pre announce as well as they did intc and now from wall street all i am reading is doom and gloom where three to six months they were pound the table on this group. remember, 35 billion in capacity from asia has been postponed and 35,000 people lost jobs this year and the market caps have been reduced dramatically in the whole group. the value is in this group. things are bad in this group but everybody knows that in this group. its no surprise and in fact i thought klac numbers were not that bad in response to the whole market.

To: Proud_Infidel who wrote (21147)	7/6/1998 7:33:00 PM
From: Joseph Beltran	Read Replies (3) \| Respond to of 70976

Brian, The whole market has gone f'ing crazy. The average joe cannot afford to buy shares in YHOO and other internet stocks. it's the mutual fund managers that have just gone nuts. index funds are adding to the craze. this is absolutely insane. YHOO market cap approaching that of AMAT. there is virtually no barrier to entry in that market and the best case scenario for the next 20 YEARS is priced into those stocks. absolutely f'ing unbelievable....