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Pastimes : Ask Mohan about the Market

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To: Cynic 2005 who wrote (12213)	12/23/1997 6:33:00 PM
From: x70sxn	Read Replies (2) of 18056

Mohanji: I am no expert on Lam Research. Having said that, I like to throw some borrowed words from janta on the west coast. Their financial advisors are recommending them. Oversold conditions. They feel that the previous standards of .35microns will be outdated shortly and the .25 will be a big thing (intc is already in it] Here is the birds eye view percpective... Fundamentally, the whole world situation is now in transition. 1. IMF Helping the currencies to stabalize will help the economies grow. When they grow and come into the same business as LAMs and AMATs, you know the rest about the competitions. 2. If they donot do that, instead go and help the big institutions to make money (18%-is it?] then I am sure the US Govt will be able to balance budgets but the companies will lose the market and their share. So, this is a double edge sword kinda case. Now the value part Per-Share Data Book Value (mrq) $17.07 Sales (ttm) $31.21 Cash (mrq) $12.49 Valuation Ratios Price/Book (mrq) 1.50 Price/Sales (ttm) 0.82 The numbers says it all. For long term into 2000 this will be a good one to own and ofcourse there are somany others too. And any way if u r short u still have some time to cover...the price rise today is on less than the average volume. U know those people wanted the traditional christmas rally... Hey! there is nothing wrong in trying...is it? Did some body say 'Black Christmas' Shrini [Just Super BK me!!!]

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