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

To: Proud_Infidel who wrote (30418)	5/20/1999 11:57:00 AM
From: Gottfried	Respond to of 70976

Brian, sell first, ask questions later seems to be the mantra of many on the Street. I like to think that AMAT is storing energy during times like this. Climbing stairs can be exhausting. Gottfried

To: Proud_Infidel who wrote (30418)	5/20/1999 12:16:00 PM
From: Ian@SI	Respond to of 70976

Brian, If the bond traders can react to a single datapoint (Friday's massive selloff on the CPI number after every other recent indicator showed no inflation), then why would you expect a rational reaction from the Street to AMAT's report, the book to bill, reality, etc.? The last data point is ETEC; and of course, there's no difference between the equipment provider to the mask makers and the rest of the Semi Capital Equipment sector. After all, isn't this a monolithic sector with all stocks nearly equal? <tic> Seriously, if you believe that the street has overreacted sufficiently, look at this as a buying opportunity. ... and thank the brain dead for the gift. FWIW, Ian.

To: Proud_Infidel who wrote (30418)	5/20/1999 2:44:00 PM
From: Donald B. Fuller	Respond to of 70976

>>ETEC misses and AMAT gets hammered after posting spectacular result, etc...>> Newsflash! AMAT.fancyequipo.com spinoff. You want one of them Copper Chemical Planarizers - just point and click and we'll Fed Ex it right over ... ...AMAT price increases 28 3/4 share to close at $91.75/share... Next day...AMAT increases another 17 3/4 to close at ... Its so simple.