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

To: Randy McWilliams who wrote (23152)	8/20/1998 11:09:00 AM
From: jach	Respond to of 70976

<<SEMICONDUCTOR STOCKS AND TOM KURLAK. It is also interesting that he would make the downgrades a day after the SOX index plunged. If he had made these downgrades into a rising market, he might have been seen as stubbornly trying to talk the market down. Today, these downgrades will have greater credibility.>> once again, the follow-the-herds are really great, after the facts when SOX index plunged; 'any one with a reasonable brain can do this half-awake', a comment heard from a friend-

To: Randy McWilliams who wrote (23152)	8/20/1998 11:24:00 AM
From: jach	Read Replies (2) \| Respond to of 70976

AMAT analysis: a few days ago was 34+, now at 31+, what's the difference, no fundamentals changed except some SEMIs had announced poor performances, but was already a known factor in those sectors. In the fast-paced semi world, it's now actually taking less time to move to the next curve and chip makers will need to upgrade their equipments if they want to be in the mkt. Wil their full range of prducts and the new technology AMAT will benefit greatly. The time to seriously look into is when most of these great analysts are downgrading, ever see many downgrades when a stock is at their all time highs, what were most alaysts saying when amat at their all time highs, "strong buy"; even more pathetic is that some will initiate with "hold", grandma said "don't say anything if you've nothing to say", why bother?