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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (15040)5/18/2005 12:21:04 PM
From: The Ox  Read Replies (1) | Respond to of 25522
 
OT
With the talk of some hedge funds being in trouble due to the GM volatility I have been pondering the implications. We have seen the statistics on the number of shares short being at (or near) all time highs on the major exchanges, NYSE+NASDAQ. As redemptions start at these troubled funds, I would assume that they will need to liquidate more positions to fund the redemptions. This may imply that we could get a nice pop in the market over the next couple of months as these redemptions force some short covering?



To: Proud_Infidel who wrote (15040)5/18/2005 12:45:05 PM
From: Elmer Flugum  Respond to of 25522
 
Goldman Sachs says (in part):

"We continue to recommend underweight positions, as we expect Street ERS numbers (Street CY05 is $.0.78 vs. GS $0.50) to get cut post the report, gross margins are likely to remain weak driven by aggressive pricing, and the cycle bottom is likely several quarters out as DRAM orders are still at very high levels. Valuation still high at 32x normalized EPS."

len


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