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: Justa Werkenstiff who wrote (4870)	8/13/2002 11:34:43 AM
From: orkrious	Read Replies (2) \| Respond to of 95609

well, I reshorted AMAT into this ramp. I'm betting after tonight it won't reach max pain. wish me luck <g>

To: Justa Werkenstiff who wrote (4870)	8/13/2002 11:48:46 AM
From: Proud_Infidel	Respond to of 95609

Scott, Justa, Bears, I am curious as to what levels you believe are appropriate for not only KLIC, but AMAT and all of the others. Will you not be happy until AMAT falls below cash value? At what price would you buy? Stocks are supposed to reflect the present value of all discounted cash flows, not necessarily the outlook of the present moment. If the future is truly bright for the sector, although maybe not for another few quarters, why should the sector continue its freefall towards zero? Zero in no way reflects a bright future. BK