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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 (4108)12/23/1997 9:27:00 PM
From: Ian@SI  Read Replies (2) | Respond to of 10921
 
Brian,

Agree with the gist and spirit of your post.

However, didn't AMAT take its tumble for 35 to 25 after news of the Hyundai pushout?

Seriously, I believe the market has already priced some indefinite pushouts (not cancellations however) from Korean chipmakers.

Ian.



To: Proud_Infidel who wrote (4108)12/24/1997 10:40:00 AM
From: Robert Schling  Read Replies (1) | Respond to of 10921
 
Brian,

I referred to the S&P because even the semis will not be immune to a breakdown in the general market.

Regarding AMAT, the danger lies in viewing the pullback from a ridiculous high as a buying opportunity. There is still too much risk out there for my taste.

I am a long term bull on the sector, though. Short term I'm a definite bear and am carrying a short position + puts into the holidays.

Merry Christmas (I liked your tree)

Robert


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