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


To: Proud_Infidel who wrote (18174)3/25/1998 11:02:00 PM
From: jtechkid  Read Replies (3) | Respond to of 70976
 
SUCKERS RALLY part six, goldman rec was nothing new at all just someone jumping ship-its like me going to motley fool bashing amat-again, we are in such a bull market but people are still making money on the shorts-komag(kmag) came in with a complete disater a pre announcement before pre announcement-just awful-again i would ratherown a company trading relatively cheap-2book ,1-2x sales when everybody hate s it and market conditions regarding interst rates in liquidity are not in favor. versus owning companies where eps are awfuls-psr overvalued, pe through the roof but the stocks are strong because of macro factors in liquidity is strong, interest rates are low, inflation is tame. why? if anything hints or changes macro the market valuation could not be justified. stocks go down quicker than they go up. it will intersting what happens after march31 because you are seeing a lot of window dressing this week.



To: Proud_Infidel who wrote (18174)3/26/1998 8:06:00 PM
From: SMALL FRY  Respond to of 70976
 
BK,
Thanks for the link to that new rumor mill. Looks like an interesting thread to monitor.

***OT*** My long dormant CY up two days in a row now...Rumor is buyout by INTC @17.5. Anybody here know anything about it?

TIA,
SF