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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 Chubin who wrote (2988)10/23/1997 2:33:00 PM
From: Ian@SI  Read Replies (2) | Respond to of 10921
 
Cary C,

I believe that the market has already priced in a lot of bad news based upon [unfounded] fear. And now they're compounding that oversold condition because of Hong Kong, Indonesia, ... - conditions which are unlikely to have a serious impact on this sector. In both the MTSN and LRCX conference calls, it was stated that the Taiwanese are investing as if there was no tomorrow ( my words).

By the time we here a confirmation from the AMAT conference call, much of the easiest money will have been made, IMO. This week and next will likely be the time to "buy low".

Ian.



To: Cary Chubin who wrote (2988)10/23/1997 5:03:00 PM
From: Cary Salsberg  Read Replies (2) | Respond to of 10921
 
Cary,

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

The two key phrases are "at or lower" and "less than positive." Without further quantification, I would sell some the next day, especially those in my tax-deferred account and I would buy when prices reached my entry levels.

Cary


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