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Technology Stocks : Stock Swap
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To: Justa Werkenstiff who wrote (15030)7/23/1998 5:14:00 PM
From: Proud_Infidel   of 17305
 
Justa,

Sooner or later they will be throwing $$ our way. Where else can they go for stocks like AMAT, CYMI or a whole laundry list of stocks trading well below their PEG? I think many of the big boys learned their lesson in '96 and do not want to get left behind in the next runup. This is only ONE of the reasons I do not believe AMAT will get anywhere near it's historic low PSR of 1.0. To the bears on the AMAT thread, that is their mantra and all you ever hear. But in reality, no company with leadership in their industry like AMAT should ever trade at a PSR of 1.0. Many people disagree with me on this, but I believe a premium must be paid for a company which will(??) make $$ every qtr during this downturn. Again, this is open to debate, and especially so with 300mm pushed out. At this point, any + comments on 300mm could propel these stocks up.

I think this qualifies as a rant<G>

BK
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