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

To: Paul V. who wrote (30180)	5/14/1999 9:26:00 PM
From: Gottfried	Read Replies (1) \| Respond to of 70976

Paul, Cents mag is full of such articles, mostly written by economists. I can only read one a day [my diet <g>], or else I could probably find one that says the opposite. That is the danger, Paul, we stop looking when we have found articles confirming our prejudices. :) I recommend Cents mag to all. Gottfried

To: Paul V. who wrote (30180)	5/14/1999 9:52:00 PM
From: Gottfried	Respond to of 70976

Paul, OT *** ruminating on oil services... This sector bounced off the bottom several times since last Dec. and started rising in March because of rising crude prices, which created hope more drilling will be forthcoming. The increase in drilling activity hasn't happened yet, but some of the OSX stocks have nearly doubled. Now comes the hard part: show an increase in drilling activity to justify the stock price increases that have already happened and to continue stock price increases. iqc.com I think we have a similar mechanism in the semi equip sector. Stock prices go up in anticipation of order increases, but every once in a while there is a pause. Mr Market slows down and looks over his shoulder. G.