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Politics : Formerly About Applied Materials
AMAT 235.24+4.5%Nov 19 3:59 PM EST
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To: robbie who wrote (15195)1/31/1998 6:21:00 PM
From: Teri Skogerboe  Read Replies (3) of 70976
 
Robbie,

Re: "It seems like you are nervous that you're going to miss it."

No, I'm not sure how in the world you could read that into my posts. I see absolutely no rational evidence for a rally in the semi-equips during '98. We have over-capacity on the supply end of things and an economic "crisis" in Asia where alot of high-tech growth/demand was going to originate.

I have read several research reports that appear IMO to be based on solid logic, not the BS you read on most threads.

Re: "The call DD made was 6,000 posts ago and the stock is down further from its already depressed state."

No s---!! That was the point. He was bearish, thinking the stock was ahead of itself and the fundamentals and that '98 would be lackluster.
He'd have made a killing if he'd have owned enough puts.

Lastly, if you have an entry price that you are happy with, I guess the course of action now is to sit back, no worries and wait. There is a famous quote that goes, "Most of the money is made not in the buying or selling, but in the waiting." -- something like that.

Teri

PS. Maybe near the end of '98 things could improve. I just don't see positive things for the next few months for the semi-equips. We have an opinion.
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