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

To: Big Bucks who wrote (23829)	9/5/1998 2:21:00 PM
From: Ramsey Su	Read Replies (1) \| Respond to of 70976

BB, I have previously opined that all the bad news regarding the industry have already been factored into the price of AMAT. It was artificially high because everyone believes AMAT is the gorilla and it will come roaring back as soon as the semi industry stabilizes. I also stated in previous posts that in order for AMAT to go down, the overall market is going to have to take it down. Well, last week was quite a week but I think it is only the start. This is my recent 2 cents. I don't think there is going to be any recovery in the industry nor the economy any time soon. Message 5679128 By the way, I am still waiting for Brian K to throw in the towel. That will be the confirmed bottom and everyone should back up the truck. Ramsey