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

To: Judy who wrote (29385)	4/5/1999 9:29:00 PM
From: Gottfried	Read Replies (2) \| Respond to of 70976

Judy, re >it seems that AMAT may not peak this cycle until August or so.< Yes, this is what would happen if history [the past cycle] repeats. I have a suspicion that the present cycle for semi equip orders may develop differently. Orders may increase more slowly - or even stay flat - until a steeper increase in order rate resumes. So the order peak may be later than September. This is just my guess. Here's the link to the chart for reference. geocities.com Gottfried

To: Judy who wrote (29385)	4/6/1999 11:10:00 AM
From: Tony Viola	Read Replies (1) \| Respond to of 70976

Judy, I hope the semi sector is robust enough to hold the NAZ together. It's the semi sector that's holding the Naz together? Wha' hoppen to MSFT, WCOM, CSCO, QCOM, etc.? Heard again last night on one of the business shows that MSFT and WCOM were 1/3 of the S&P 500 gain in Q1. A lot of them continue to whine about lack of participation by the small and mid caps. Others are beginning to say 'so be it'. Well, back to your comment, go Intel, Applied and LSI. Tony