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

To: Paul V. who wrote (28316)2/16/1999 10:55:00 PM
From: Roger  Read Replies (1) | Respond to of 70976
 
The chip equipment makers currently are priced for perfection. Will DELL's blip be a sign of a general slowdown in the PC sector? If yes, then we could see a correction in the chip equipment stocks. I love AMAT - I think it is a leader and I would heartily load up at lower prices. Right now I am a little nervous. Comments?



To: Paul V. who wrote (28316)2/16/1999 11:08:00 PM
From: Gottfried  Respond to of 70976
 
Paul, I don't have any AMAT ship/order data except for today's.
Didn't save the prior quarters.

Gottfried



To: Paul V. who wrote (28316)2/16/1999 11:34:00 PM
From: Stefan  Read Replies (2) | Respond to of 70976
 
Paul the futures indicate that we'll see $57 before your $87 just check futures. NASDQ100 MARCH99 is down 3700 to 1916.

cme.com

Your optimism might be tested tomorrow.


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