Silicon Investor (SI) -- The First Internet Community

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 Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Charles R who wrote (69655)	8/23/1999 11:18:00 PM
From: tejek	Read Replies (3) \| Respond to of 1573852

Charles re <<I have a feeling it has to do with the depth of the price cuts more than Athlon buzz.>> Yes I agree that it is due to the price cuts but don't you think the depth of the price cuts is due the Athlon if not the buzz? RE <<I pulled half my money out of ALSC and am completely out of CY.>> I understand pulling your $ out of CY....it has had a nice run but I think ALSC has more to go even with its high p/e. RE "<Maybe tomorrow since AMAT got a reiteration today and was up over two.>" <<Unless AMAT sees a more robust book to bill, I will probably not get back into most of the semis - my experience says they are pretty fully valued at this point.>> Actually I was referring to MTSN; it's chip equipment maker. I referred to AMAT only because it is a leader in this sector. Since it got one of its 'buys' reiterated today, I think AMAT will start to move back up and the rest of the sector will follow including MTSN. MTSN's a small firm (owned by a guy named Matson)which seems to be getting its act together. Up or down, MTSN should pop in the next few days. As for AMD, more and more I think it will pull this whole thing off which means it will have a significant run. I plan to add more in the next few days. ted