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Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?

To: Jerry Olson who wrote (14989)	11/21/1997 5:14:00 PM
From: Judy	Read Replies (1) \| Respond to of 50167

Jer, Adam Harkness is with some no-name brokerage house, I forget which. What he says is academic. I've posted that semi equipment makers were going nowhere fast in the next couple of months. They have been so brutalized they need time to recover and base. Furthermore, the market's sentiment about a sector does not change overnight. Bottom line is that I don't give a fig about what ANALysts say. The forward guidance gives the fundamentals for long-term investors, and the technicals will allow traders to exploit the short-term moves. Downside risk is minimal, and upside potential is great. Timing is a market call. I've suggested to friends that, given the market is stable, leg into selling puts on these stocks but that it is premature to for the call side.

To: Jerry Olson who wrote (14989)	11/21/1997 6:33:00 PM
From: AlienTech	Read Replies (1) \| Respond to of 50167

>>Check this out????? Who the hell is this asshole!!!!<< Obviously someone whos shorted a lot of semi'e after thinking they were weak.. never even heard of them till today and I think its pretty pathetic to downgrade one after they beat estimates for one and on top of it already being betten up anyway. I dont think option expiration helped any. I would not have been surprised to see the price @ 35 for AMAT today but it was not likely with the earnings and the CEO on CNBC etc etc etc.. But wow.. Tried to sell my JAN 35's for 6 when the price was 39+ but rEtard as usuall got me stuck and ended up selling it for 4 3/4.. 1/4 more than what I bought it for a week ago heh.. I would expect a good pop in the semi's on monday though..