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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 142.62+2.2%Nov 21 9:30 AM EST
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To: Teri Skogerboe who wrote (3985)12/19/1997 8:51:00 PM
From: Paul V.  Read Replies (1) of 10921
 
Teri, I posted the following to Big Buck on the amat site. What are you thoughts especially since we appear to have a turnaround to amat and the semi sector today.

>Reply # of 13696

Big Buck, >After mid Feb the stock will likely decrease back into the high $20's based on uncertainty in the semi sector. IMHO investors should take profits if they make 20-25% over the short term.<

I did not get my $22 nor our investment clubs $24 buy. But, as you know I was not strapped to buy. From the previous post indicating the 8 to 9 month BTB Semi sector high cycle do you see any rationale for such a cycle except for what we know about the Wall Street sell offs and buys?

I am really expecting the Semi sector chart to hit the 70%, statistically, during May or at least prior to August, expecially since the funds have again jumped on board. What do you perceives are the pro's and con's of such a movement?

What price movement estimate would you place on AMAT during such a movement. If I were a were a betting man I would bet that we will have a run up and another split prior to or prior to August 1999. Threaders, what are the odds of such a movement.

Kumar, Tito, Cary, Teri and others, lets have some analysis and dialogue about the future months for AMAT! Just remember that Wall Street ran the PE up to 49 during the last up cycle.

Regards,<

Paul V.
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