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 : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Earlie who wrote (77515)	3/10/2000 10:46:00 AM
From: pater tenebrarum	Respond to of 132070

Earlie, thanks...looking forward to your pans. regards, hb

To: Earlie who wrote (77515)	3/10/2000 2:59:00 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 132070

Earlie, a short while back I stated that it was an easier case to make a bear argument on RMBS at 220 than it was at $80 or s, but also stated I was still bullish. My stance on RMBS has turned to neutral based on excessive valuation (at $430). It is not yet ludicrously excessive, but no longer to my taste. It will still run up from here based on momentum, but it is now quite risky for the bulls, IMHO. The same applies, finally to MU which I think is a topping stock between $110 to $120 (the scenario). If these two bearers of the SOX flag start to falter, how long before they stop giving AMAT a market cap of more than twice the total annual sale of the semi cap segment? I think the SOX has blown out of any proportion, and the market is being set up for an early cycle peak, IMHO. Zeev