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

To: Proud_Infidel who wrote (15120)1/28/1998 7:53:00 PM
From: akidron  Read Replies (1) | Respond to of 70976
 
This is not the real thing... today was purely a move driven by a realization tha Clinton was not going away without a fight, the overall market move, and the Texas Instruments move. We could easily lose everything we got today tomorrow. Volume was unexceptional and focus has not yet fallen on the coming results. That said, I did nove out of some 30's into 35's today using profits. In fact the options were pretty cheap earlier today given the potential volitility.There are two events that could realy move the stock before earning... A GS, MS, Leh type upgrade and a consolidation with the group. I still say that if the stocks are as cheap as we all think, this must happen.



To: Proud_Infidel who wrote (15120)1/28/1998 9:18:00 PM
From: Justa Werkenstiff  Read Replies (1) | Respond to of 70976
 
Brian: There is little difference IMO between guessing DRAM pricing trends and speculating in pork bellies. In fact, speculating on DRAM pricing trends is like trying to catch a greased pig -- once you think you have got the picture of things it gets away from you leaving one muddy, exasperated and looking rather foolish <g>.


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