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

To: jtechkid who wrote (18454)	4/2/1998 7:50:00 PM
From: Zoran	Respond to of 70976

Don't worry AMAT is not going to take a loss, at least not an operating loss, but there may be a huge restructuring cost. Zoran

To: jtechkid who wrote (18454)	4/2/1998 9:44:00 PM
From: Jacob Snyder	Read Replies (1) \| Respond to of 70976

jtechkid: please post, for your shorts: what price you'll cover at, and what (if any) stop-loss orders you have. IMO, KLIC and ASMLF are better shorts than AMAT, KLAC, or NVLS. AMAT and KLAC dominate their markets, and will fall less than the others. They have a consistent pattern of falling by a smaller percentage than the others during downturns. NVLS is a second-tier company with a high growth rate, and is more volatile, on both up- and down-side, compared to AMAT. A risky short. KLIC has the weakest fundamentals of the group, and consistently falls the furthest. But it also rebounds explosively. Another risky short. ASMLF is the only one of the group trading at near its 52-week highs, it's at a PE around 50, is as much exposed to Asia as anyone, and I think is the best short. Its long-term prospects are excellent, but I think it has furthest to fall when investors realize this downturn still has a ways to run. I've been reading your posts, and I hope you're not using the rent money.