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Pastimes : Clown-Free Zone... sorry, no clowns allowed -- Ignore unavailable to you. Want to Upgrade?

To: XBrit who wrote (71474)2/24/2001 4:26:36 PM
From: patron_anejo_por_favor  Respond to of 436258
 
$10-$11 ClownBux/sh sounds about right for AMAT. This chart amply demonstrates the cyclicallity of semi equipment manufacturers:

quote.yahoo.com

A real simpletonian analysis would suggest that AMAT will descend to the peak of the last cycle (about $27/sh). However, since the last cycle was prolonged due to Fed machinations in '98 and '00, I'd figure on a lot lower, and the price/book metric sounds pretty reasonable. In any event at $48/sh, it remains a screaming short....



To: XBrit who wrote (71474)2/24/2001 4:30:26 PM
From: marginmike  Respond to of 436258
 
Love her like a first love, you rmember but you move on.



To: XBrit who wrote (71474)2/24/2001 8:06:35 PM
From: Earlie  Respond to of 436258
 
Julius:

Both AMAT and NVLS are "core" at this end. I carried them over the weekend, along with a bit of JNPR that I grabbed just before the close (after a remarkable vertical ascent during the last hour). The semi equipment makers are a delightful gift from the funds to deserving and patient bears. (g)

Your eventual target is similar to mine.

Best, Earlie


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