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

To: Gottfried who wrote (24770)	10/1/1998 3:45:00 AM
From: Paul V.	Respond to of 70976

Gottfried, >I assume the funds are as well or better informed as those who frequent this thread. The funds ARE responsible for results quarterly - unlike private investors. If they guess there will be no upward movement in AMAT by YE'98, they may elect to drop the stock and pick it up early in 1Q'99. That is tricky timing, though. They can't be as nimble as individual investors. My bet is if they haven't dropped AMAT by now (Oct.1st), they'll hold through YE'98. And that's why AMAT has a halo.< If I recall correctly, I believe I have heard through various media that the Funds and analysis were very upset that they were behind the loop in 1996 and have swore up and down that they would not get caught again. Therefore, this maybe one of the reason that AMAT is holding up this time. They are reluctant to get off the train because of the fear that the train will again leave without them. It appears that the small investor is hold on to the stock. It has surprised me how well the stock has held up. My opinions. Paul V.