MDA - Market Direction Analysis 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.

Strategies & Market Trends : MDA - Market Direction Analysis

SPY 672.04

-1.7%

Nov 13 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: uu who wrote (199)	12/3/1998 5:32:00 PM
From: Trey McAtee	Read Replies (1) of 99985

addi-- pass me some of what you are taking. my lithium scrip isnt cutting it anymore... at least it hasnt given me the ability to see this new inductrial revolution you apparently see. and for the love of god...stop reading wired and anything that even has the slightest mention of the tofflers. there isnt a new paradigm. its the SOS, just in a new format. you know what i want to invest in? a nationwide chain of auto repair centers, plumbers and other manual labor jobs. THATS where the money is going to be...EVERYONE is trying to get into technology. as for the tremendous need for chips...internet computing only works with powerful and very cheap silicon (lets not forget cheap bandwidth as well). you think AMAT and MU are going to make that happen? they dont want it to happen. the next upturn cycle isnt going to be like the previous ones. it going to be broad based...that means all over the planet. and everyone is going to want a piece. sure that might help AMAT...but not for a while. MU and AMAT in the 40s, given the current cap spending and financial (consumer and business) environment is just crazy. you wanna know whats fueling the sub 1k pc market? its cheap silicon. when that dries up, so does your market. thats not to say this is a permanent situation. but given the information we have now, wouldnt you say that going long AMAT when things are clearly going to get worse is a bit pollyanna-ish at best? good luck to all, trey

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next