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

To: Ian@SI who wrote (26571)	11/20/1998 11:20:00 AM
From: Fortinwit	Respond to of 70976

Ian, I'm significantly more optimistic than I was at the end of last week. Me too. One day after I concluded we'd see no significant M&A activity (due to valuations), IPEC/Speedfam. What do I know. Now, since we've probably also seen the so-called capitulation, I really only need to see an upturn in the back-end bookings before I start going long. Unfortunately, back-end bookings dropped, although it may be pretty close to a bottom. As Paul V. has indicated, a successful attempt at $40 would be significant. F. (edit) I started my position (long) in BRKS this morning...