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

To: Ian@SI who wrote (4191)	12/29/1997 6:23:00 PM
From: Defrocked	Read Replies (2) \| Respond to of 10921

Ian, Threaders...can anyone answer the question in this link? Message 3054691 TIA.

To: Ian@SI who wrote (4191)	12/29/1997 7:53:00 PM
From: Proud_Infidel	Read Replies (2) \| Respond to of 10921

Re:The Street has not discriminated but has treated the sector as a monolith as if they were all producing commodity products. I may be wrong, but I do believe that substantial money is sitting on the table; and that the Street will realize that sooner or later. Ian, You verbalized what I have been thinking for the past month, in a more eloquent fashion than I ever could have. From Briefing.com: Yahoo! up again to yet another new all-time high... Stock now trading at nearly 800x estimated earnings This may take the record for All-Time asinine market valuations. And AMAT is overvalued with a TTM of 22 and PSR of 2.1?!?!? This is proof + of market inefficiency IMO. Or it could simply be proof the guys in nice suits on WS actually are morons, a contention I've been reluctant to believe since if true, the idiots are running the show :-(( Regards, Brian