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Politics : Formerly About Applied Materials
AMAT 248.51+2.5%1:23 PM EST

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To: Paul V. who wrote (37998)10/10/2000 10:49:02 AM
From: Gottfried  Read Replies (1) of 70976
 
Paul, welcome back! Prices of Semi equip stocks are disconnected from fundamentals. Even a CNBC reporter this am called it a possible mid-cycle correction. The questions I cannot answer are...

1. will the Street correct its error and afford the stocks the valuations they deserve?

2. how soon will the Street look forward and decide the inevitable orders top is close and therefore further positions are too risky?

I suspended charting the bullish percent after you stopped posting the numbers and received no complaints. A very complete free PnF site is xocharts.com
You get 3 different RS charts for every stock.
Atin, the originator of the site, posts on the PnF thread.
The site lacks the advice and counsel of DWA, but that
only leads to the investor having to think for himself.

I plan to establish a wireless LAN between my new Dell
laptop and my desktop in the next few weeks. Need to do
some more hardware research first. If anyone has a wireless
LAN, I'd be very interested in hearing about it by pm.

Gottfried
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