Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Stock Swap -- Ignore unavailable to you. Want to Upgrade?

To: Andrew Vance who wrote (10636)	1/9/1998 11:42:00 AM
From: Jim Fisher	Read Replies (2) \| Respond to of 17305

What about a dead cat bounce on LCCI. Down similar to ADPT %, but on news of CEO resigning.

To: Andrew Vance who wrote (10636)	1/9/1998 12:26:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 17305

Andrew, It's been awhile since I've seen you posting. Was wondering if you did any additional research with your sources regarding AMAT's FY98. In one of you Dec posts, you mentioned how several of the people you talked to in the business, reiterated that things by and large, remained on track for a record-setting year for AMAT. James Morgan recently came out and said something to the effect the worst-case scenario for Korea would shave 5% off revs for '98 and that for the most part this was accounted for in management's guidance. Has anything you've heard changed what you said in your very bullish post last December? Even though AMAT is sticking to their #'s at this point, the Street does not believe them. I've seen some estimates as low as $1.69. Still not enough to warrant this type of valuation IMO, since KO is expected to earn only $1.74 this year and they are trading near the 70's, yet have a growth rate half that of AMAT if they are lucky. TIA for any insight. Regards, Brian BTW, are you still so bullish on UTEK? Haven't seen you on that thread for months.