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

To: Gary Burton who wrote (40374)	12/3/2000 4:49:59 PM
From: Jerome	Respond to of 70976

CMOS opened down and then rallied inspite of lowered expectations. Could this be that CMOS said next quarter would be in the $.80 range. And people quickly figured out, "what's wrong with a 16 dollar stock thats going to have $.80 cents in earnings next quarter? I'll buy that, and so I added to my position. Sometimes logic does prevail. Look at the following web site to give you some perspective: lionshares.com Look at the difference between AMAT, LRCX, CMOS, NVLS and CYMI. Note: enter the stock symbol for your favorite stock and see what the Mutual Funds are buying or selling or liquidating. The data is from Oct. 31 but the trend is valid. This may also explain the terrible weakness in LRCX in spite of them having a very good outlook. I hope this helps. Jerome