Formerly About Applied Materials Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Applied Materials

AMAT 294.18

-7.7%

12:03 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Jacob Snyder who wrote (42465)	2/21/2001 4:50:31 PM
From: Berk	Read Replies (1) of 70976

Jacob, first let me say that I admire your long AMAT strategy, but want to ask why do you short it? It would seem to me that after the stock has corrected as far as it has that you run the risk of a short squeeze. If I ran a technology fund and I thought the market had bottomed, AMAT would be on my buy list over all other semi eq players because of its industry dominance and market liquidity. At the same time the smaller semi equip companies run the risk of being crushed by AMAT so the market sells them off to extremely low valuations, i.e. they are a better short. Any thoughts?

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next