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

To: Gottfried who wrote (26085)	11/10/1998 3:53:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

Thought this may be of interest to threaders....will we see capacity expansion???? Message 6363123

To: Gottfried who wrote (26085)	11/10/1998 9:49:00 PM
From: Paul V.	Read Replies (1) \| Respond to of 70976

Gottfried, According to the IBD data today the Semiconductor equipment makers Industrial Group Rank has moved up an additional grade to "C" from yesterdays post of "D" or two grade levels from Friday's listing. Additionally, the Relative Strength move up to 80 with the Sponsorship ranking at a "B" grade and accumulation at "A". IMO, considering Intc's report regarding a better outlook in the next quarter it looks that all items look positive for AMAT. Put this data with the Dorsey Wright data AMAT looks very good, IMO. Any negatives in the indicators? Just my opinions. Paul V.

To: Gottfried who wrote (26085)	11/19/1998 10:06:00 AM
From: Teri Skogerboe	Respond to of 70976

GM, Re: "The stock was supposed to go much lower, remember?" This is a late reply b/c I've been tied up. I didn't say the "stock was supposed to go much lower." I said I likely wouldn't sell it below 35ish at one point and after that stated that in a worst case scenario it could see 12ish. But that 20ish was most likely. I am showing AMAT's 52-week low to be 21 9/16. The point I was trying to drive home in earlier posts was that I saw better upside potential in other stocks in the sector. An example is ASYT which is up ~ 300% from its Oct 8, 98 lows. Re: Someone asked if the Dow and Nasdaq actually corrected in the range I posted. The numbers may differ slightly depending on the source, intraday or whatever. Feel free to calculate it yourself... Nasdaq corrected ~ 33.09 % July 21, 1998.................2028.46 Oct 8, 1998 .................1357.09 33.09% DJIA top 9383.00 52-wk low 7449.00 corrected ~ 20.61% TS