SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Big Bucks who wrote (17668)3/13/1998 3:33:00 AM
From: Marc Trombella  Read Replies (1) | Respond to of 70976
 
BB, you always seem to play the "what if" game quite often. Which is fine, everybody has there own investing style. And to you, every couple points seems to matter anyway. The way I'm playing it right now, is to stay in AMAT at about 85%. Everybody seems to think that AMAT has the potential to dive 15 points in a few days like in October, when it was over valued. Things are moving slower now. I'm not into shorting stocks this low, PE wise, so I'm going long all the way. PEs of 40+. those catch my eye. Also, AMAT seems to be bumping up faster than it falls back. (Intraday, that is).



To: Big Bucks who wrote (17668)3/13/1998 3:41:00 AM
From: Marc Trombella  Respond to of 70976
 
BB,

Like one analyst put it, "Japan will be on steroids" until they pass their fiscal budget at the end of March. It's anybody's guess what will happen then.

Japan Nikkei 225 ^N225 1:03AM 17060.14 +484.92 +2.93%