Henry D, re >did anyone on this board predict the last peak in 97?<
Well, Lehman reiterated a strong buy Oct 15.1997.
The stock was at $49 then and didn't stop until it
reached about $22. See below.
Maybe you want to browse some posts from Oct'97.
Below is a sampling of posts from Oct '97. Pretty much the
same kind of talk as now. Note the bolded text.
Maybe it IS different this time?
Between Oct 14. [the split] and Dec 19.1997 the stock dropped about 40%.
See the numbers chart.yahoo.com
Scanning some Oct 1997 posts can show how much
things have stayed the same. :)
Here's a good start beta.siliconinvestor.com
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Tuesday, Oct 14 1997 11:53PM ET Respond </stocktalk/msg_reply.gsp?msgid=2447313> to Post # 8614 </stocktalk/readmsg.aspx?msgid=2447313> of 32213
May be another great opportunity to load up more on INTC, AMAT, BAY, AMD,HLIT,SPTR on this temporary negative bottom market.
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Wednesday, Oct 15 1997 1:28PM ET Respond </stocktalk/msg_reply.gsp?msgid=2452231> to Post # 8619 </stocktalk/readmsg.aspx?msgid=2452231> of 32213
LEHMAN 10/15/97 AMAT -reit strong buy
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Wednesday, Oct 15 1997 7:56PM ET Respond </stocktalk/msg_reply.gsp?msgid=2456591> to Post # 8628 </stocktalk/readmsg.aspx?msgid=2456591> of 32213
>>Friday may be good for more AMAT and SUNW.<<
Jone:
Can you tell me why Friday?
Is this because of the option expiration consideration? If so, I notoced the option expiration volume/volitality seems to come one or two days early last several months.
I am very interested to buy more AMAT, INTC, SUNW, ORCL and COMS.
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Thursday, Oct 16 1997 10:17AM ET Respond </stocktalk/msg_reply.gsp?msgid=2461984> to Post # 8631 </stocktalk/readmsg.aspx?msgid=2461984> of 32213
To All,
Japan's IC equipment sales pick up,
says Applied's subsidiary president
By Jack Robertson
NARITA, Japan - Applied Materials Japan will still top $1 billion in sales
in the country this year, even though the dollar value represents a 15%
decline from 1996 business, said Yoichi Akasaka, company president, in
an interview with Semiconductor Business News.
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Thursday, Oct 16 1997 11:18AM ET Respond </stocktalk/msg_reply.gsp?msgid=2462801> to Post # 8633 </stocktalk/readmsg.aspx?msgid=2462801> of 32213
To All,
AMAT has been having a rough time of it ever since the split... any ideas as to what is going on???
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Thursday, Oct 16 1997 11:23AM ET Respond </stocktalk/msg_reply.gsp?msgid=2462862> to Post # 8634 </stocktalk/readmsg.aspx?msgid=2462862> of 32213
It is strange, but a great buying opportunity, it seems. (Unless there's some big bad news I don't know about.)
This from today's WSJ Interactive Edition (were people disappointed that the news wasn't good enough??):
N. Amer Chip Equip Indus -2: 3-Mos. Avg. Bookings Rose 125%
Dow Jones Newswires
MOUNTAIN VIEW, Calif. -- The North American semiconductor industry posted a September book-to-bill ratio of 1.07, as reported by Semiconductor Equipment & Materials International, an industry trade association
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Thursday, Oct 16 1997 1:11PM ET Respond </stocktalk/msg_reply.gsp?msgid=2464221> to Post # 8647 </stocktalk/readmsg.aspx?msgid=2464221> of 32213
Do the latest B to B numbers mean the end of this bull mkt for amat, or will strong earnings be enough to bring amat back to new highs? What price targets do amat threaders have now?
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