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

To: Math Junkie who wrote (9664)4/11/2001 6:46:14 PM
From: Zeev Hed  Respond to of 10921
 
Yes, but he put a "buy" on AMAT when it hit the $47/$48 area and on MU at the $43/$44 area, and I think that both of these are going to see the mid 30' before they see the mid $50', so that call, IMHO, is premature. I also think he is premature in his assessment that things cannot get worse, typically, in this space, when things get bad we have actual failures of the weak players and we have massive layoffs, and we also get the strong to buy the weaklings, we have not seen much of that at all here, as yet.

Zeev



To: Math Junkie who wrote (9664)4/12/2001 9:51:22 AM
From: Proud_Infidel  Respond to of 10921
 
FWIW, I hate to say it but I believe JJ's call was a good one. By the time visibility improves for the sector, it will already be priced in as this is one of the most violent sectors in terms of price fluctuations. It took some ba**s to make that call with industry conditions as poor as they currently are.

BK


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