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

To: Big Bucks who wrote (17184)3/5/1998 12:09:00 PM
From: Teri Skogerboe  Read Replies (1) | Respond to of 70976
 
Big Bucks,

I bought some AMAT (about 1/4 position) this morning at 33-1/2 (right at the open). Forewarned is forearmed -g-. Often times when I have believed something very strongly in the past and finally throw in the towel (even if only partially), I live to regret it. But I had earlier mentioned that I might buy some on the next dip, if for no other reason, so that I can feel more neutral about the near-term action.

regards,
Teri



To: Big Bucks who wrote (17184)3/5/1998 12:37:00 PM
From: Gottfried  Respond to of 70976
 
BB, re high valuations: in the tech sectors many stocks are not
overvalued (DD, some semi equip). But most people look at the indices
and see they're higher, therefore must be overvalued. When the historic increase of the DJIA is 10% a year, we should see new highs often. But the majority doesn't see it that way.
I prefer to look at individual sectors now.

Which tech stocks are the most overvalued in your view?

GM


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