Market Gems:Stocks w/Strong Earnings and High Tech. Rank Message Board

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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank

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To: Jenna who wrote (3900)	11/12/1997 2:16:00 AM
From: AlienTech	Read Replies (1) of 120523

A this point I am not sure in which direction things will go for the short term.. Todays sell off was very unexpected. Although there wasnt a heck of a lot of selling, just the prices kept dropping. The sentiment is definetely bearish, just like a few months ago when everything was bad, or mosr likely everything I was in was bad. Tomorrow should decide which way things are moving and the next few days will decide if the fundamentals or emotions ride the market. I mean take CYMI, every chance the company gets it says nothigns wrong, but the price is 18 from a high of 50 a month ago. Infrastructure had a good article on SEMI's, according to them the asian crisis wont have much of a effect on them either. But no ones listening, I think the brokerages are really out trying to scrounge up shares. But with the shorts, the bad sentiments and the games sleep does sound pretty good till the speculators decide that they got enough blood from the longs and now its time to bleed the shorts. But if they keep this up then things will really start to break down all over the place. A bear market created for the benefit of the few, the proud the soros. Its a good time to go to sleep for the winter for people without lead lined stomaches.. Like me.. Prudential upgraded AMAT today so what does it do.. Well go to 30 from 33. COWEN downgraded AMAT so the price drops from 35 to 33 and guess whos buying techstocks.com techstocks.com To: +Gottfried Mauersberger (10718 ) From: +David Aegis Tuesday, Nov 11 1997 5:53PM EST Reply #10731 of 10771 Prudential Update: Pru reiterated its 4Q $0.45, 1997 $1.35 and 1998 $2.12 numbers. The presentation was characterized as "strong" and that the company sees a strong business outlook through the first half of next year (based on the company's normal 6-9 month visibility for business prospects). The research note also states that AMAT was ramping up judiciously to avoid another large lay-off such as the lay-off of 1996 in which slightly over 10% of the workforce was laid off. I would have liked to ask under what time frame AMAT was concerned about the potential for another round of lay-offs. Is it in the intermediate near term because the company fears a Dave Dhillon DRAM Double Dip Disaster, or is it a few years down the road as the industry transitions to sub-.18 mm line widths? Maybe I'll have to attend the conference next year. Then again, by November 1998 we should have a pretty clear confirmation of whether the industry is in an up-cycle or a Double Dip Disaster. --David

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