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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (3695)	12/10/1997 1:27:00 PM
From: LLCF	Respond to of 10921

<Nobody wants to buy AMAT until there is some assurance that there will not be a great deal of push-out in the coming months.> I disagree...any long term investor would welcome worries about a couple push-outs to accumulate cheap stock... IMO this is whats happening with the "weak hands" including "momentum players" selling. Remember...someone is buying. <. Once these cylcles begin they typically last 4-5 years, not 4-5 months. I really doubt this is the reason the MM's are not buying AMAT.> It may be semantics, but MM's wouldnt buy a stock for 4-5 months let along 4-5 years...these guys are strictly "traders". INVESTORS in my opionion definitely think there is a good chance that this "recovery" that you state typically last 4-5 years is being cut short by the "asian flu"...how else can you justify these prices??? 1/2 the analysts on wall street are calling for a downturn in hightech if I'm not mistaken. Many of these believe that the equipment sector will be directly effected by this. < Problems specific to the SEA debacle may in fact cause another downturn but IMO this is unlikely. > IMO this is the cruxt of the arguement... its obvious that pleanty of people disagree with you: look at the prices of these stocks! Now, that said, this type of panic (diff. of opinion) is what creates opportunity! DAK