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

To: zsteve who wrote (26213)11/13/1998 12:54:00 AM
From: Henry D  Respond to of 70976
 
I agree with most on this board that next few quarters earnings will be weak...but maybe Wall Street is basing stock price on book to bill ratio NOT the actual numbers....look at the crazy valuations they gave to the internet stocks.
b2b are due next week right??? 19 or 20th??? seasonally higher in fall and winter...possibly a good trading opportunity.



To: zsteve who wrote (26213)11/14/1998 1:16:00 AM
From: Matt Webster  Read Replies (1) | Respond to of 70976
 
I think AMAT can go to 45 with a November Fed rate cut, general market liquidity, and hope for another rate cut. Without a cut or any good news out of the sector, I think 27 is the downside. The risk-reward is very balanced at the moment, so the appropriate action is to wait, unless one is confident in one's trading skills.

Matt


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