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

To: Henry Eichorszt who wrote (22948)8/12/1998 10:30:00 PM
From: Taby  Respond to of 70976
 
AMAT is in demand because a lot of people believe the bottom has reached and positive news can come in any day. Everybody knew about the outlook before yesterday and the current price of AMAT is based on that outlook, the current price is considered very low. Additionally, with current turmoil in the market, a lot of analysts recommending buying stocks that have had their bear market in the past several months, AMAT is one of them. Don't expect AMAT to go much lower unless the market drops much more.



To: Henry Eichorszt who wrote (22948)8/12/1998 11:11:00 PM
From: Barry Cartwright  Respond to of 70976
 
608 billion in orders, try 400 billion in orders and that may be stretching it. 25% of the backlog was for servicing and repair, not for new equipment. That makes the backlog closer to 0 than most analysts are willing to admit!!!

This weekend Barrons very down on DRAM. No good news. I have been long for a while but pulled a Soros and will now go net short.


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