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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?

To: William JH who wrote (817)3/2/2001 12:48:40 PM
From: Think4Yourself  Read Replies (1) | Respond to of 23153
 
AMAT is an 800 pound gorilla in the semiconductor equipment industry with low debt and ample cash. It is also a tech fund favorite. If the funds start to deploy their cash it could easily go up even though the PE is too high.

You probably already knew all that. I do agree with you that it is a safe short as a small position.



To: William JH who wrote (817)3/2/2001 1:47:07 PM
From: excardog  Read Replies (1) | Respond to of 23153
 
WJH

I was expecting STXD to move a little on yesterdays news. Maybe next week. I have a pretty large position there. Agree with your analysis. Plus the stock is under valued compared to its peers. IMO

EPEX is unhedged for last quarter. Going forward one would need to listen in on the CC to find out if the company has laid any on. I've noticed several companies have put soem 2001 hedges on.


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