Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 226.05

+1.3%

Nov 14 3:59 PM EST

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To: Skeeter Bug who wrote (27398)	12/24/1998 3:26:00 PM
From: Kevin Hay	Read Replies (1) of 70976

Skeeter, just a note to say that the average SI thread is very bullish and will thrash anyone short. I think your reasoning is at least sound. I've thought the same thing about channel stuffing for some time, though am now starting to question that a bit. Though Kurlacks history of timing semi stocks has been quite shoddy for some time now. FWIW, I made money a number of times on vlsi this year being short and EVERY time I mentioned it to the thread got emotionaly slammed by the vast majority. I only got in trouble when I let them persuade me I was wrong. The biggest question above all others is 'how far can added liquidity take this market?' Who makes the most extreme cases: bulls or bears? I'll admit the bears can be quite nasty, but bulls can be equally in lala land. And when one side is right, the other side does completely disappear. Anyway, I see that you are the reason I haven't been thrashed more for being short...., thanks merry Christmas, happy Hannukah, good cheer to all -Kevin ps. I'm net long the market and have had a great year.

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