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Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?


To: Jerry Olson who wrote (10791)12/3/1997 10:11:00 AM
From: bobby beara  Respond to of 94695
 
Hi OJ - did you scare off JT you mean guy you -g-,

according to an interview I just saw >>>KLAC-KLIC-AMAT<<< these guys depend on over 50% of their revenues from Asia. The Asia bad news is out but the consequences will take years to resolve.

The Gold Bugs have been talking bottom in Gold for years now and it keeps falling, Chip Bugs next? -g-

bb



To: Jerry Olson who wrote (10791)12/3/1997 11:21:00 AM
From: kas1  Respond to of 94695
 
keep cool too, jerry. i've got faith in amat. i don't need the money tomorrow anyway. thoughts on altera? i also think kurlak (and the downgrades today/yesterday) were the last blow in that case. if you look at altera's projected market in 2000/2001, it's very tempting at these levels (unfortunately, some of mine was bought at 64)...