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Strategies & Market Trends : Bill Wexler's Profits of DOOM -- Ignore unavailable to you. Want to Upgrade?

To: put2rich who wrote (3611)	11/4/1998 6:47:00 PM
From: Bill Wexler	Read Replies (3) \| Respond to of 4634

<<Why AMAT at 34+ is dirt cheap when new orders will be down for long time?>> The big clues are coming from all the semiconductor companies themselves. I have seen many semi cycles come and go, and I can assure you that companies such as Intel will be spending record amounts on new equipment and fabs over the next 2 years. I can also assure you that the Taiwanese manufacturers tend to sound the gloomiest right before they ramp up with a vengeance. The time to buy these stocks is now. My guess is that not only will AMAT progress higher, but it will surpass its old highs.