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Strategies & Market Trends : APMP (formerly APM) -- Ignore unavailable to you. Want to Upgrade?

To: Rudy who wrote (8626)	11/17/1997 7:54:00 PM
From: kormac	Read Replies (1) \| Respond to of 13456

Rudy, If I am not too late, I will short AMAT as of the close of today or as of the open tomorrow, however you set the rules ;). As I am out of the market now, except for small positions in GATE and FTEL, I have been busy reading about macroeconomics and the Asian currency crisis which are linked now to competitive devaluations in Asia. I did not read all the posts on this thread so perhaps this has been mentioned before, but I believe the Nikkei rally was orchestrated by Japanese government by taking money from the pension funds and buying into companies on the Nikkei 225. Hence, I believe, this was a sucker's rally. Korea keeps dropping like a rock, and Nikkei is up a bit at this writing. How it will end up in the morning, I don't know. Nevertheless, I think we will have a down day tomorrow in the US. It is actually difficult to predict what is happening in the markets, because when volatility has been high during the last few weeks. These kind of markets are easily manipulated. Don't take what I write too seriously. I am quite a novice in this business. The time I spent last six months in the study of APM's balance sheets and technology, I should have spent on macro-economics. I would have been better off, but the closeness to the APM bulls, which I was one, clouded my thinking about the big picture. Interestingly none of the disk drive companies participated today in the rally, except for IBM, and the latter's increase was for other reasons. With best regards, Seppo

To: Rudy who wrote (8626)	11/18/1997 12:04:00 AM
From: Christopher Loe	Read Replies (1) \| Respond to of 13456

<* 1 Stock 1 Week * UPDATE Seems like a lot of participants are riding stocks from last week. Some stocks opened high and faded. Some opened high and went higher. Good luck all for the rest of the week. (Darn again I did not buy any SMTC) Participant Pts. Pick Bet Trade date Price Now Change % Gain Prev. Rudy******** -1 SMTC Long 11/17 op. 50 54.25 4.25 8.50 1 AT******** -1 WIND Long 11/17 op. 42.5 45.75 3.25 7.65 2 Lou******* 0 IFMXE Long 11/17 op. 7.03125 7.5625 0.53125 7.56 3 Zakrosian* -1 COMS Long 11/17 op. 32.625 34.125 1.5 4.60 4 WMTHouston 8 CTAL Long 11/17 op. 10.5 10.75 0.25 2.38 5 Virgil**** -1 TTELF Long 11/17 op. 21.25 21.75 0.5 2.35 6 Paul Rengier -1 HMTT Long 11/17 op. 14.75 15.0625 0.3125 2.12 7 Wiseowl***** -1 SUNW Long 11/17 op. 36.125 36.75 0.625 1.73 8 Srvhap**** 0 IDTI Long 11/17 op. 11.3125 11.5 0.1875 1.66 9 John****** -1 KLIC Long 11/17 op. 29.5 29.875 0.375 1.27 10 Alan Lee** -1 CMOS Long 11/17 op. 30.5 30.875 0.375 1.23 11 Greenboy** 1 STK Long 11/17 op. 62 62.5 0.5 0.81 12 David Hardin 0 UTR Long 11/17 cl. 24.125 24.125 0 0.00 13 Dale Sinor** 1 HWP Long 11/17 cl. 61.75 61.75 0 0.00 14 Dmccoach** 1 CMVT Long 11/17 op. 39.625 39.5 -0.125 -0.32 15 Darth Trader 0 IBM Short 11/17 op. 103 103.5 0.5 -0.49 16 Gary******** -1 TSEMF Long 11/17 op. 10.25 10.1875 -0.0625 -0.61 17 Tech Invest* -1 DDIM Long 11/17 op. 22.625 22.4375 -0.1875 -0.83 18 TechFan***** -1 SEG Long 11/17 op. 26 25.4375 -0.5625 -2.16 19 Tom Pope** 3 MRVT Long 11/17 op. 49.875 48 -1.875 -3.76 20 Steve Lee*** 0 MRVC Long 11/17 op. 28.25 27.125 -1.125 -3.98 21 29.70 Ave: 1.41 > Rudy my pick at tomorrow's open, Dell short. Stock has come back too fast too soon, also HWP's #'s won't help. See ya!