Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 228.69

+1.2%

11:20 AM EST

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To: Proud_Infidel who wrote (18174)	3/25/1998 11:02:00 PM
From: jtechkid	Read Replies (3) of 70976

SUCKERS RALLY part six, goldman rec was nothing new at all just someone jumping ship-its like me going to motley fool bashing amat-again, we are in such a bull market but people are still making money on the shorts-komag(kmag) came in with a complete disater a pre announcement before pre announcement-just awful-again i would ratherown a company trading relatively cheap-2book ,1-2x sales when everybody hate s it and market conditions regarding interst rates in liquidity are not in favor. versus owning companies where eps are awfuls-psr overvalued, pe through the roof but the stocks are strong because of macro factors in liquidity is strong, interest rates are low, inflation is tame. why? if anything hints or changes macro the market valuation could not be justified. stocks go down quicker than they go up. it will intersting what happens after march31 because you are seeing a lot of window dressing this week.

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