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.

Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Big Bucks who wrote (15096)	1/27/1998 8:52:00 PM
From: akidron	Respond to of 70976

Yes a bought MTSN at 6 11/16ths but I'm not sure brad's gonna sell soooo cheap. and yes u asked the ? at 34 my point is that if you're playing short term options moves of three bucks require big investments at end of options life to really pay off... my experiance of trading options on this stock is extensive.. and it tells me you need two 5% days to really move the opyion because there is so much implied vol in the price... as for my typing... I usually post when I'm pi**ed.

To: Big Bucks who wrote (15096)	1/29/1998 1:28:00 PM
From: Teri Skogerboe	Read Replies (3) \| Respond to of 70976

BB & Thread, Hmmmmmm, so who to believe?? (a) H & Q, who was "nice" enough to telegraph their "upgrade" ahead of taking the action. (Some background on H&Q is below.) (b) EGLS's management and KLAC's management who recently stated their BTB's were .84 and slightly below one, respectively. biz.yahoo.com Excerpt: "SANTA CLARA, Calif., Jan 29 (Reuters) - Electroglas Inc said Thursday that orders had been reduced by deteriorating business conditions related to Asian economic turmoil and oversupply in the memory chip market, leaving the coming quarter in doubt. ''The decrease in orders has reduced our visibility for the coming quarter as customers are delaying capacity additions. As a result, we are cautious about the first part of 1998 and are managing expenses closely,'' said Curt Wozniak, Electroglas chief executive officer. Wozniak, in a statement issued by the semiconductor equipment maker, added, ''Overall conditions for equipment purchases have slowed on a worldwide basis as customers are assessing their capacity needs for the coming year.'' Orders for the 1997 fourth quarter were $37.3 million, down from $41.8 million in the third quarter, and the book-to-bill ratio was 0.84, the company said. <end of snip> ---------------------------- Some background on H&Q -- Posts, dated 10 Jun 97, AMAT's price, ~ 30 (split-adjusted) Message 1563294 techstocks.com Excerpt from the 2nd post: "Mohan - You know where I stand on AMAT. And the undying love and emotion I vest in each and every one of my holdings -NOT. To quote Gus Richards <<He said over the past two months, Hambrecht has verified $5 billion to $5.5 billion in order cancellations and delays. >> This number is a little hard to understand. 1996 revenues AMAT - 4 billion KLAC/TNCR - 1 billion PRIA - 100 million So Gus is seeing push outs and cancellations GREATER than the total revenues these companies had last year. And AMAT tells me they just don't see it. Is that what makes it a horse race? td" ------------------- One more tidbit. quicken.com Comments from TA experts/folks are welcomed. Regards, Teri PS. And this is LEGAL (I guess)! I must need many chill pills!! IMHO, H&Q is dtd (for those uninitiated, dumber than dirt). Just because they've hit my sensitivity button, they'll be right this time. (I'm CERTAINLY not putting my money on that though.)