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Politics : Formerly About Applied Materials
AMAT 252.34+0.9%Nov 28 12:59 PM EST
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To: Skeeter Bug who wrote (27323)12/21/1998 10:36:00 AM
From: Clarksterh  Read Replies (1) of 70976
 
Skeeter - I can't really disagree with anything you say in your post to me. It is without doubt risky that the semi equip leaders are priced almost the same as they were when they had twice the orders - any little hiccup and they are going to nose dive.

However you then revert to your hyperbolic ways:

this is a risk and a stock with 50% the fundamentals at 125% the price is more risky than a stock with 40% of the price and twice the fundamentals.

Here you are comparing apples (the current price vs the price at the bottom is up 125%) to oranges (the current orders vs the orders at the last peak). Well, what if I choose to compare a different set of apples to oranges - the stock is down 10% while orders have doubled (the current price to the price at the last peak vs the current orders vs the orders at the bottom). Sounds mighty suspicious doesn't it? Yours is just as suspicious.

Clark
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