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

To: Math Junkie who wrote (26871)	12/3/1998 4:47:00 PM
From: Robert	Read Replies (1) \| Respond to of 70976

I hope I am wrong, but I think AMAT might continue lower. Brazil is big b/c they might not now get the IMF money, leading to renewed devaluation pressure, which would in turn sink lots of U.S. banks. I think in a way Brian and Ramsey are BOTH correct. The fundamentals in the semi's and semi equip's are looking better, but a sinking tide carries all boats out to sea. There are lots of macro red lights flashing in the world right now, and these could, at least in the near-term, impede the recent impressive advance in the sector. All IMHO.