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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (9048)12/1/2000 8:18:16 AM
From: Sam  Read Replies (1) | Respond to of 10921
 
Zeev,
<<Now we are going to go to "under valuation" (not right now, but sometime in the first or second Q next year, IMHO), and that may end up at twice the last through in AMAT which is "quite rational" (well, almost).>>
Well, interesting post, but what the last clause does mean? Or to Deutsch you are reverting?<ggg>
s.



To: Zeev Hed who wrote (9048)12/1/2000 12:25:17 PM
From: Jerome  Read Replies (3) | Respond to of 10921
 
Zeev, what do you think of the the idea of looking at stocks in this area that are aberrations. That is those that are performing relatively well compared to their peers. For now, CYMI, TER, and CMOS, seem to be doing better than the group as a whole.

Regards, Jerome


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