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

To: Jeffrey D who wrote (29969)	5/7/1999 12:41:00 PM
From: Paul V.	Read Replies (2) \| Respond to of 70976

Jeffrey, Awesome Justa post RE: AMAT on another thread. Worth it to check it out! Jeff Thanks for your post. It reinforces what Gottfried, Tito, Lester E, abd others have noticed from the past. But, as the Bears would say, "the past is no indication of the future." If you look at the rotation of the IBD Relative Strength and Industrial Price ranking AMAT has been dropping indicating that the Mutual funds have been reducing their AMAT exposure. Also, compare AMAT's price with its Rolling EPS and you see there is an inverse relationship between them. So the Bears do have a basis for their views. However, personally, since my cost is low, I will take the risk and see how AMAT performs from May through August '99. Just my $.02. Paul