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Pastimes : Ask Mohan about the Market -- Ignore unavailable to you. Want to Upgrade?

To: IceShark who wrote (6962)	11/4/1997 12:42:00 PM
From: MythMan	Respond to of 18056

Dan, what I want to know is why X is even part of the process? <g>

To: IceShark who wrote (6962)	11/4/1997 1:06:00 PM
From: HB	Respond to of 18056

I figured someone would cut 'n paste that one....-g-. Mohan, what do you know now about LRCX that you didn't a few weeks ago when it was much higher? I really think there is a very good chance the equipment makers will bounce high if enough of them keep saying business looks good over the next year. Often these companies just don't see it coming until it hits them over the head (just look at LRCX statements in the winter of 95-96, alhough they have a different CEO now). So, even if you think 98 will be bad, you may have another shot at shorting at a high price. These stocks like to do suckers rallies lasting a few weeks, if given an excuse. Much depends on AMAT's conf call. Also you might want to consider whether Asian countries are going to need to devalue more, or whether they've done enough and the path from here is toward a weaker dollar. I don't have the answer as to when... but at some point, it happens. The real p*sser about MU is that X would not let me short more at 59!!! -g- Cheers, Howard