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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (5822)	7/11/1998 1:24:00 PM
From: Ken Brown	Read Replies (2) \| Respond to of 42834

Cap'n, >>AMAT may get hammered Monday as I hear they are warning of an earnings shortfall. Then again, often the last of the expected bad news leads to a rally.<< I certainly agree with that, but I doubt that the extent of AMAT's warning was expected. (And you never know if it's the last or not.) "AMAT blamed the economic turmoil in Asia, overcapacity in chip plants and weaker-than-expected sales of personal computers compounded by a move toward lower-priced PCs. AMAT said the effects on the chip-equipment industry will be "more severe than previously expected." " I suspect this will trigger another round of semi-sector bashing. Ken