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

To: Gottfried who wrote (29386)4/5/1999 10:05:00 PM
From: manohar kanuri  Read Replies (2) | Respond to of 70976
 
I have a suspicion that the present cycle for semi equip orders may develop differently

I was looking for August as well, but I suspect you're right. Beginning to wonder if it might move into early next year even.

mano



To: Gottfried who wrote (29386)4/6/1999 4:03:00 AM
From: Henry D  Read Replies (1) | Respond to of 70976
 
a slower recovery will correspond with the U shape theory...i wonder if wall street will punish these stocks if the recovery is slower than anticipated...but isnt the street expecting a U shape for most of the semi equip stocks (esp small caps)???

anyone see the semi equip MKSI, a mediocre performance when compared to internets.


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