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

To: jtechkid who wrote (27545)	1/5/1999 9:42:00 PM
From: Proud_Infidel	Read Replies (3) \| Respond to of 70976

This next cycle is going to be one he** of a ride. As Tito pointed out, AMAT is now a favorite tech name, and this low-interest rate environment does not hurt either in terms of valuation. We have not even begun to see orders come in over the newswires. What will be the effect once this happens? Additionally, after such a drought in capex, we are most likely looking at a longer runup this cycle. Right now we are witnessing the move to .18mu. After this, we still have the move to 300mm. Hold on tight(to your seat and your stock). We ain't seen nothin yet. BK