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 249.89

+3.1%

Nov 26 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Jacob Snyder who wrote (20802)	6/25/1998 3:14:00 PM
From: Katherine Derbyshire	Read Replies (3) of 70976

>>Whichever scenario happens, if AMAT hits 60 later this year, I will short the industry with every penny I have. << I wouldn't make a claim like that if I were you.... I don't think AMAT will hit 60 this year either, but if it does it will be because some third scenario happens. Suppose Windows 98 exceeds all expectations because people don't want to be a generation behind and therefore forced to upgrade to NT-lite in 2000 or so, which causes PC sales to take off? Suppose China holds the line on the yuan, which makes all the emerging capitalists rich in yen terms and causes them to decide to get wired, or suppose China decides to spend the money it would use to support the yuan and HK dollar on a massive electronic infrastructure project in order to stimulate the domestic economy? (Heck, suppose someone discovers that an AMAT dielectric deposition system is ideally suited to making a Viagra-delivery patch. :-)) I repeat, I don't expect either of these scenarios either, but Murphy's Law says one of them will happen as soon as you vow to short the entire industry at 60. Katherine

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next