Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 261.81

+0.4%

Dec 26 3:59 PM EST

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To: Gottfried who wrote (41919)	2/8/2001 1:37:28 PM
From: 16yearcycle	Read Replies (1) of 70976

tough to know when to cover the amat short. I shorted nvls at 43 too. The bigger balloons are beas,muse, cien, and qcom. Other stuff like vrsn, jdsu,sebl,brcd, and emlx are getting smashed too, but there peg's are down to about 1, which imho, means they are at atractive prices. I'd continue to short every tech with a pe of 100 and a peg of 2.0 that I can find.

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