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

To: Cary Salsberg who wrote (2855)10/21/1997 4:00:00 PM
From: dr_elis  Read Replies (2) | Respond to of 10921
 
We should try to define entry prices.
As an investor I have a great interest in companies like AMAT but would like to know where the bottom could be, or more precisely, when the potential gain would be higher than the risk.
CCs are of little help, look at LSI, predicting a flat quarter (which was almost true) and sequential growth thereafter (which was wrong) or look at the mess ASND has made.
Some guidance or vision is needed.
Do wee see AMAT at 30 within 3 months?
Best regards
Michael



To: Cary Salsberg who wrote (2855)10/23/1997 1:49:00 PM
From: Cary Chubin  Read Replies (2) | Respond to of 10921
 
Cary,

Re: "Hopefully, the fears for next year will turn out to be exaggerated, and this correction will set the stage for another move up. I don't know what 98 will look like, so I have advised that investors wait for the AMAT CC for guidance."

Assuming stock valuations at or lower than now, what do you anticipate doing should AMAT provide less than positive guidance for fiscal 98?

Cary Chubin


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