Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 223.31

-3.2%

Nov 13 3:59 PM EST

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To: Math Junkie who wrote (26958)	12/6/1998 10:32:00 PM
From: Skeeter Bug	Read Replies (2) of 70976

richard, i agree wholeheartedly. however, i think the payback of actual analysis has been as detrimental as it has been helpful to many people. so, they've stopped doing it. at least for now. not everyone, but many. the amount of notes i get saying "the stock went up so you were wrong" is immense. however, they can't show eps growth, they can't show pricing power, they can't show supply isn't increasing at least as fast as demand, etc. i would not be the least bit surprised if both amat and xlnx were in nearly the same state they currently find themselves after another 12 months. also, when EVERYTHING is going up it probably isn't indicative of some super individual company effort. it is probably due to pure supply and demand of paper shares. this demand may or may not be due to improved business conditions. it could just be rank speculation. why is nvls up 175% from recent lows and amat is up less than 100%? why ask why, drink bud dry ;-) that is why i now own puts on nvls. jun 40 puts, to be exact. a lot can happen in 6 months. good luck...

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