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

To: derek cao who wrote (17778)3/17/1998 12:35:00 PM
From: Laker  Respond to of 70976
 
Check the volume on the April 32.5 puts. CBOE and Fidelity indicate 1,719 contracts so far today. If correct, that is very, very heavy. Maybe somebody is long and is selling a truckload betting we've seen the low (although the price is up even relative to today's decline); or maybe somebody thinks the stock and/or the market is going to crack. DJIA 200-day moving avg was over 10 percent yesterday. The last time we were in the 10%s was October 14.



To: derek cao who wrote (17778)3/17/1998 12:56:00 PM
From: philip terman  Read Replies (1) | Respond to of 70976
 
kurlak has wacked the semiconductor industry again today.....
03/17/98 07:09:15
"new era "
"PC era passing"
"For the rest of 1998, the forces of oversupply, weak pricing and slowing end market growth......"..."a new low in stock prices for this group could occur, perhaps this summer....."
A variety of negative commentary from this tech guru.
Full text available from ML.
Phil T


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