Formerly About Applied Materials Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Applied Materials

AMAT 223.95

+1.7%

Nov 21 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Jeffrey D who wrote (30227)	5/17/1999 3:15:00 PM
From: Sun Tzu	Read Replies (1) of 70976

I don't think the Fed will change its bias. That should cause a short term pop in the market. SSB are bunch of morons who...nevermind. Let's just say that I used to work there and know how they make the sausage. It is not appetizing. Unless AMAT report 38cents or better or has BTB of 1.45, or makes some kind of major strategic announcement, then I don't see enough risk adjusted returns in the stock to buy it here. I may change my mind in another quarter or two. Now I would possibly hold on to my position if I had bought it in low-mid 30s, but I was not quick enough. Either way, I would not add to the position right now. Instead, I would consider ASML and TQNT for a large and small SemiCap stock. Sun "finaly back from the airport" Tzu

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next