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

To: Teri Skogerboe who wrote (21567)7/11/1998 11:57:00 AM
From: akidron  Respond to of 70976
 
funny that --- guess he's Ian's cousin



To: Teri Skogerboe who wrote (21567)7/11/1998 2:00:00 PM
From: dave db  Respond to of 70976
 
Teri, I would imagine that when KLIC PLAB Xilinx etc etc all have bad news that AMAT would be next. I will say this is probably a little worse long term then I expected. My broker is a huge AMAT fan. He told me two years ago that when the industry cycles the equip. guys usually bottom out about the time the box makers start to move up.

Last cycle CPQ was at 100+ and AMAT was at 22. Check out the DELL GTW CPQ charts recently. INTC TXN will be next.

Thanks
Dave


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