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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (32674)	9/30/1999 5:22:00 PM
From: Ian@SI	Read Replies (2) \| Respond to of 70976

DLJ, for some unknown reason, thinks there'll be a PC shortage, which will in turn lower demand for DRAM which will cause spot prices to drop, which will cause the chipmakers to buy less equipment. I think DLJ's call is totally flawed with an absolutely incorrect starting premise. It's sort of like saying, If all humans were male, then the species would die within one generation. Very true but the starting premise is absolutely false. JMHO, Ian.

To: Proud_Infidel who wrote (32674)	9/30/1999 7:30:00 PM
From: SJS	Respond to of 70976

Brian, As bizarre as this sounds, Briefing.com also reported that for some reason the semi stocks are taking it on the chin for the nuclear accident in Japan. Go figure that one out....Geesh. Steve

To: Proud_Infidel who wrote (32674)	9/30/1999 7:31:00 PM
From: robert b furman	Read Replies (1) \| Respond to of 70976

Brian, Suppose you are a hot dog fund manager and you have some big losers.You are facing an inspection of dogs that might not make as dynamic a hot dog as you'd like to expose.What do you do? Sell the losers for sure. Off set them by lightening up (on a valuation basis of course ) on some of your biggest winners. It's called window dressing. This quarter the semi's were a few of the only good winners and I think some have been sold to offset some losers. Next step now that you've faced the lick log - Buy them back!! Same industry different symbol and no wash rule problems.. JMHO Bob