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

To: davesd who wrote (16966)	3/3/1998 7:52:00 PM
From: jtechkid	Read Replies (1) \| Respond to of 70976

i'm short amat ,klic,idti,egls,mu,i ownw amat march35 puts at 1-still pretty cheap-good buy today-iown march 25 puts on klic ,both are pretty reasonable puts on both stocks- i see amat hitting 28-31-and klic could be a disater at 15-17-also idti good short over 15 -sram pricing doing nothing-cypress getting killed-also mu is an easy short will visit the twenties-last time techs got killed nobody saw the fundamentals or could predict asia would happen-could not see the cards-now most semi's have bounced 20-40%since jan -easy short in my opinion because their will no good eps for at least 9 months-where in october you really didn't no the complete outcome of these companies know its simple

To: davesd who wrote (16966)	3/3/1998 10:10:00 PM
From: robbie	Read Replies (1) \| Respond to of 70976

*OT*CPQ - There's so much bad information on Compaq over here it's scary. For those who really want to do more than speculate I suggest visiting the CPQ and DEC threads to learn more. I won't clutter the thread with anything else concerning CPQ. Dave, this is for you. The "even the most short term thinkers" reference made me think of you. To: Robbie (19129 ) From: Bill Fischofer Tuesday, Mar 3 1998 9:48PM EST Reply # of 19133 CPQ Forecast The Street loves to worry over things and right now they're fretting over CPQ's ability to digest DEC. This means CPQ will be rangebound until July when they complete the DEC merger and all of the one time charges associated with that acquisition are spelled out in CPQ's 2nd quarter report. After that worry is passed folks will start to look forward to NT 5 and Merced and it will be painfully obvious to even the most short term thinkers that CPQ has positioned itself to ride these twin tsunamis better than anyone. As a result, I believe 70 to be a conservative YE98 price target with a trip back to triple digits in the cards by mid 1999. Today CPQ broke below its 200 DMA. The last time a significant excursion below that level occurred was in March 1996 when CPQ fell briefly into the (split-adjusted) 7s. CPQ did not regain its footing above that support until mid-July 1996. My reading is that we are seeing a replay of that buying opportunity which should persist for as much as a few months before closing. This is an ideal time to build a position in what will be the preeminent IT company of the early 21st century.