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

To: miklosh who wrote (22598)	8/6/1998 5:43:00 PM
From: Gottfried	Read Replies (1) \| Respond to of 70976

miklosh, you said >>I hope that all of this good news is not already factored into AMAT's price.<< Thank you for the article. I don't know how a change in Intel's plans might affect Applied's orders from Intel. Maybe Katherine or Big Bucks can help out. Gottfried

To: miklosh who wrote (22598)	8/6/1998 6:08:00 PM
From: Tito L. Nisperos Jr.	Respond to of 70976

Miklosh, Every bit of Good news helps create the Riser and every bit of Bad news helps create the Step... In the past, AMAT's Upward move trailed INTC's by about 6 months; now we are seeing it differently --- the two are getting in lock-step with each other. Even INTC is Stair-stepping its way Up now, abandoning its Parabolic Ramp moves... A 10% correction now and then makes the stock sturdy and strong (the weaker hand gets replaced by the stronger hand)... The DOW 30 had relinguished its Market leadership in this continuing Bull Market to INTC. Money is flowing from the DOW 30 to the SEMI/SEMI-EQUIPs and other Techs...