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

To: Teri Skogerboe who wrote (3985)	12/19/1997 10:25:00 AM
From: gambler2	Read Replies (1) \| Respond to of 10921

If Lehman did downgrade the semi-conductor, it would be funny why they upgraded KLAC this morning. That usually goes hand and hand with AMAT.

To: Teri Skogerboe who wrote (3985)	12/19/1997 10:54:00 AM
From: Ian@SI	Respond to of 10921

Teri, One more hobby horse of mine... that ML is expecting DRAM to go lower from here (they say this is likely). Ask ML how many years during the last 3 decades that memory prices have gone up! Saying that DRAM prices will go down is not adding any new information. ... especially when they don't tell you what's happening to the costs of producing that DRAM. ... and whose equipment is being purchased to lead to those lower costs. These analysts are very dangerous to an individual investor's wealth. It's nice to know what they're saying but seldom wise to follow their advice. Ian.

To: Teri Skogerboe who wrote (3985)	12/19/1997 11:38:00 AM
From: jsabelko	Read Replies (1) \| Respond to of 10921

Teri according to briefing.com Lehman downgraded EGLS from buy to neutral FSII, NVLS, and KLIC from outperform to neutral But raised KLAC from outperform to buy. joby

To: Teri Skogerboe who wrote (3985)	12/19/1997 8:51:00 PM
From: Paul V.	Read Replies (1) \| Respond to of 10921

Teri, I posted the following to Big Buck on the amat site. What are you thoughts especially since we appear to have a turnaround to amat and the semi sector today. >Reply # of 13696 Big Buck, >After mid Feb the stock will likely decrease back into the high $20's based on uncertainty in the semi sector. IMHO investors should take profits if they make 20-25% over the short term.< I did not get my $22 nor our investment clubs $24 buy. But, as you know I was not strapped to buy. From the previous post indicating the 8 to 9 month BTB Semi sector high cycle do you see any rationale for such a cycle except for what we know about the Wall Street sell offs and buys? I am really expecting the Semi sector chart to hit the 70%, statistically, during May or at least prior to August, expecially since the funds have again jumped on board. What do you perceives are the pro's and con's of such a movement? What price movement estimate would you place on AMAT during such a movement. If I were a were a betting man I would bet that we will have a run up and another split prior to or prior to August 1999. Threaders, what are the odds of such a movement. Kumar, Tito, Cary, Teri and others, lets have some analysis and dialogue about the future months for AMAT! Just remember that Wall Street ran the PE up to 49 during the last up cycle. Regards,< Paul V.