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.

Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Return to Sender who wrote (1115)	9/5/2001 11:37:21 PM
From: SpecialK	Read Replies (2) \| Respond to of 95526

RtS, So that means AMAT is the one to short. The SOX broke and touched 520 today. Noticed MXIM and BRCM rally today, after breaking bottoms. My view is a bounce, then headed lower. Cary, Why do you like MXIM? on fundamentals? They recently lowered their outlook, it looks more overvalued then BRCM on a sales basis, though still profitable. How to justify 12X sales? Because when the market turns, it will turn the soonest. So the market never lets anything fall to far for fear of missing out on these great buys. After enough time to learn the turn is not coming as soon as you think and will not be as sharp as you'd like, we may finally see capitulation. We're headed much lower, IMO. Regards, Ketan