Market Gems:Stocks w/Strong Earnings and High Tech. Rank Message Board

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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank

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To: Joan Roth who wrote (39576)	5/12/1999 11:44:00 AM
From: aliveinsf	Read Replies (2) of 120523

Joan..AMAT...I am not very smart about holding or not holding through earnings, but I am in the semi-equip business...I think AMAT is going to have a good number, BUT will be very positive about business going forward...I am seeing some signs that capacity buys may be starting to pop up...after a two year absence...if AMAT addresses this particular issue in their CC then I think the stock will rock. Me, I have May 60's, June 65's and the stock...right now my plan is to hold through earnings, but that could change and like I said, the Aliveinsf contracyclicality should be considered...i.e. I hold, you sell and vice versa....LOL

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