Bill Wexler's Profits of DOOM Message Board

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Strategies & Market Trends : Bill Wexler's Profits of DOOM

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To: Bill Wexler who wrote (3766)	11/24/1998 6:54:00 PM
From: Bill Wexler	Read Replies (1) of 4634

AMAT is up again!! It must be my dumb luck! I have to start paying more attention to those fine analysts that say "AMAT is getting ahead of its fundamentals," or "Intel is hiding problems," or "Avoid CompUSA" and I have to stop believing Intel management when they say that inventories are way down and new demand is voracious. I then make stupid assumptions like the following: 1) Demand for semi equipment is going to accelerate through 1999 and 2000. 2) Eventually, lots of nifty goodies will get blown out through the retail channel, along with a whole new generation of software. That retail channel I'm talking about is CompUSA and their competitors - such as uh.... ah.... errr..... Oh, I almost forgot! That's right-- EGGHEAD.COM is a "competitor" to CompUSA....that's why smart investors are throwing away CPU stock at .20 PSR and snapping up EGGS at a 3 PSR. After all, Egghead is now in the super-profitable internet ham auction business: biz.yahoo.com Gosh, I just know I'm going to the poorhouse by saying this but I'm going to throw caution to the wind and recommend: 1) Strong buy AMAT 2) Strong buy CPU

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