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

To: Math Junkie who wrote (21983)	7/20/1998 4:28:00 PM
From: Teri Skogerboe	Respond to of 70976

Re: "If the market for semiconductor equipment just keeps on contracting beyond what people are expecting, that would definitely qualify as worse news, justifying lower prices... I think we at least have to allow for that possibility." I agree fully and didn't mean to infer anything different. I don't understand why these stocks (AMAT and NVLS in particular) aren't cheaper than they are today in the face of this tremendous uncertainty. It is amazing to me that they just hang in there or is it up there ;-). Of course, we all know that the market is in love with large cap stocks right now. And for this industry, AMAT and NVLS are kind of large. I guess that's part of the answer. And, why not be slightly crazy on AMAT and NVLS, when they've been totally nutso with YHOO and others. Story below reiterating that things are not rosy. pubs.cmpnet.com Is this the worst year ever for industry? By Will Wade & J. Robert Lineback SAN JOSE -- We may be in for it. With the second quarter coming in far weaker than expected, 1998 seems to have all the makings of the semiconductor industry's worst year ever. ~~~snipped~~~