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Pastimes : Ask Mohan about the Market -- Ignore unavailable to you. Want to Upgrade?


To: Amots who wrote (14058)2/12/1998 6:24:00 PM
From: Zeev Hed  Read Replies (2) | Respond to of 18056
 
Amots, these warnings are exactly as I expected them, and one fundamental reason the turnips are still saying beware of this bull trap. Yet, AMAT, VECO, CYMI, WFR and score of others gave such warnings recently and no one is listening. You'll start and see upgrades even in the still moribund DD sector. One of these days (and I still think this month) this is going to crack badly. My cash position has eroded to 60% (from 80%) but I I am ready to jump back out any minute now.

Zeev



To: Amots who wrote (14058)2/12/1998 9:48:00 PM
From: Cynic 2005  Read Replies (1) | Respond to of 18056
 
AD, I got a kick out of that one. A guy on the LRCX thread thinks this is actually bullish for the stock. -g- Say what? Just 3 short months ago everything looked great for the management and the bulls.
-Mohan