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 297.52

-6.6%

Feb 4 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: davesd who wrote (16966)	3/3/1998 7:52:00 PM
From: jtechkid	Read Replies (1) of 70976

i'm short amat ,klic,idti,egls,mu,i ownw amat march35 puts at 1-still pretty cheap-good buy today-iown march 25 puts on klic ,both are pretty reasonable puts on both stocks- i see amat hitting 28-31-and klic could be a disater at 15-17-also idti good short over 15 -sram pricing doing nothing-cypress getting killed-also mu is an easy short will visit the twenties-last time techs got killed nobody saw the fundamentals or could predict asia would happen-could not see the cards-now most semi's have bounced 20-40%since jan -easy short in my opinion because their will no good eps for at least 9 months-where in october you really didn't no the complete outcome of these companies know its simple

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next