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Strategies & Market Trends : Systems, Strategies and Resources for Trading Futures -- Ignore unavailable to you. Want to Upgrade?

To: Tom Trader who wrote (7489)	10/29/1998 9:58:00 AM
From: Suresh	Read Replies (1) \| Respond to of 44573

Hi Tom, no .. I am trying to short based on fundamentals but not based on runup. NVLS is ahead in copper related stuff.. but AMAT has very interesting development of its own.. I am expecting the real downturn (if there is one) to begin after AMAT's CC. If this downturn lasts more than 9 months.. AMAT will catch up and people may stick to just AMAT stuff rather than NVLS. ASYT has totally concentrated on 300mm fabs and it is not going to happen very soon. Another fundamental short is SFAM... AMAT is going to kill them with their tools. Later, Suresh