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Pastimes : The Naked Truth - Big Kahuna a Myth -- Ignore unavailable to you. Want to Upgrade?

To: MythMan who wrote (73256)	11/2/1999 5:20:00 PM
From: pater tenebrarum	Read Replies (2) \| Respond to of 86076

their valuations are now as far removed from reality as they ever were...the current rally in the semi equipment stocks has already put every previous up cycle to shame in terms of duration and extent, and yet, earnings have not at all kept pace with valuations. since the market is discounting not good, but exceptional news in the sector, the slightest disappointment should hit them real hard. remember AMAT's last quarter? bookings were a bit light...i don't know if that's changed, but there's great potential for disappointments. of course nobody gives a damn about fundamentals anymore anyway...