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Pastimes : All Clowns Must Be Destroyed -- Ignore unavailable to you. Want to Upgrade?

To: nextrade! who wrote (35101)5/24/2000 9:07:00 AM
From: pater tenebrarum  Respond to of 42523
 
indeed. they and their vaunted client are likely sitting on a ton of this stuff. everybody's been buying semis...they're the most crowded trade around.



To: nextrade! who wrote (35101)5/24/2000 9:07:00 AM
From: Gary M. Reed  Respond to of 42523
 
Speaking of distribution, the Ferret just reported that Dan Niles is moving to Lehman. Talk about a marriage made in heaven...LEH must need to dump a bunch of DELL and INTC.



To: nextrade! who wrote (35101)5/24/2000 9:23:00 AM
From: LLCF  Respond to of 42523
 
<MER is pushing semis 'aggressively' and is 'raising their revenue growth'>

Not for nutten, but what is the PE of AMAT for instance?? The make like 1.60 per year, trading around $72 and they're up 155% in 52 weeks, I mean, where is the bargain there??

DAK


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