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Politics : Formerly About Applied Materials
AMAT 226.05+1.3%Nov 14 9:30 AM EST

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To: Justa Werkenstiff who wrote (27730)1/15/1999 9:22:00 PM
From: Jeffrey D  Read Replies (3) of 70976
 
Justa:<<I am out of all these large cap semi equips as of today. What a nice boatload of money for a three month sector recovery without any huge improvement in fundamentals. Can these go higher? Sure. There are always greater fools out there especially in this market.>>

Skeeter:<<overvaluation doesn't help, either. gravity gets stronger and stronger the higher these stocks go w/o a corresponding fundamental change to support them. of course, nobody talks fundamentals anymore...>>

Hard to believe you two don't want to post to each other since you both seem to be on the same page. So glad AMAT, AMAT's terrible fundamentals and the greedy AMAT "longs" have brought you two closer together. Makes for a kinder and gentler thread. Jeff

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