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

To: Ian@SI who wrote (18353)	4/1/1998 12:47:00 PM
From: nnillionaire	Read Replies (1) \| Respond to of 70976

Threaders, OT Short of buying a $4k report from Gartner Group or ITG, can anyone direct me to a "semiconductor memory market overview" with historic sales, by region, by technology, etc. with forecasts for the next 2-5 years? This may be a 'Christmas wish', but if this info exists on the web, someone on this thread would know about it. Thanks in advance. Good Investing

To: Ian@SI who wrote (18353)	4/1/1998 1:07:00 PM
From: Justa Werkenstiff	Read Replies (1) \| Respond to of 70976

Ian: Let reality be your friend? No, no, no. That is no fun. The game here is to post frequently and repeat oneself often so as to create one's own reality even though it differs markedly from the reality as it exists. With that said, perception is reality with this sector and it changes suddenly and when you least expect it. But this thread told all. Day after day, 24 hours a day, seven days a week you had people on this thread saying they were bullish on AMAT but were holding for lower prices. Yet the problem with this view was that most everyone else was thinking the same thing. This thread is a beautiful contrary indicator. The rest is history at least for now.

To: Ian@SI who wrote (18353)	4/1/1998 1:47:00 PM
From: Andrew Brockway	Read Replies (2) \| Respond to of 70976

Ian, Yes, let's look at reality. An S&P500 that has risen 20-30% each of the last 3 years and is currently up 14% in a young 1998. A historically high S&P PE ratio. Corporate earnings that have not risen across the board over the past six months. Large (Intel, Compaq, KLAC) tech firms that have hinted at troubling times ahead. A NASDAQ up 17% in 1998. Just the other day, Peter Jennings (ABC News) ran a story about the unrealistic expectations investors currently have about the stock market. Not that ABC News is known for its insightful market commentary, but when the masses get wind that the market normally doesn't act like this, then we're in for a real taste of reality. Your friend in reality, Andrew