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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host -- Ignore unavailable to you. Want to Upgrade?

To: Hank Stamper who wrote (3318)	2/11/1998 8:58:00 PM
From: Diamond Jim	Read Replies (1) \| Respond to of 42834

re:What, to you, would be a level that you "can't resist"? And, (if you'd care to comment) how do you arrive at that particular level? P/E ratio? Price/Sales? Etc... - When I bought it I was sitting on the fence and BB's comments gave me the added nudge to go for it. As for now, I have a hard time buying anything, its all so high. I have a really hard time buying those high P/E's. Now with that statement I bought some MSFT today, so go figure. If all is going well I figure we will correct down and down would mean to sensible P/E's, take INTC for example, their P/E is relatively low so how far could it fall ? (I don't want to find out). But spend some time on the appropriate bulletin boards and listen to the people who follow these company's, it takes time but on AMAT I like Eugene Kearney's take on things, on Intel I like many, Paul Engel(ex Intel employee & holds patents). Good luck to you, take your time and listen to BB. jim

To: Hank Stamper who wrote (3318)	2/12/1998 8:39:00 AM
From: TMAC	Respond to of 42834

Dave, If I'm not mistaken Bob mentioned to a caller over this past weekend that he would hold AMAT through the earnings report. He also stated that those prices in January for the capital equipment makers would not be seen again (AMAT $28/share or so). My take on this is that the downside to AMAT is $30 or so and upside is ???. Bob has also mentioned on numerous occasions that a year from now you will not believe the prices you could have picked up the these capital equipment makers.