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Strategies & Market Trends : Take the Money and Run -- Ignore unavailable to you. Want to Upgrade?

To: Jorj X Mckie who wrote (7927)	7/9/2002 11:52:06 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 17639

As far as AMAT is concerned, well, are you sure that they haven't drank the koolaid? Back in my CSCO days, the thing that I found was that I, along with every other employee tended to only see the upside and not the potential threats. AMAT's chart is not strong. I would be looking for $14.00 on that one. The chart is saying that everything isn't fine. Well, its not like I feel that amat is going to explode upwards or anything. But the reality is, here we are at naz 1300s, does it make sense for me to short here, given that I'm not that nimble of a short, and amat and his chip brethren have this 300mm thing which actually is a new product that is desired by customers and is selling? They have a "next big thing" in that business and nobody else really does. Ah but the homebuilders seem mighty overpriced to me. And how much of this house bubble was money leaving the mkts? That has to be temporary. We even had strong house sales here in SV early this year and now we don't. And if interest rates rise... forget it. For me its a question of long something cheap in tech or short a non tech here. L