To: FJB who wrote (18556 ) 4/5/1998 12:40:00 AM From: jtechkid Respond to
aki. great posts-we share the same views. i appreciate everybody views on the subject-except ET-STOP BEING A CHEeRLEADER AND I LIKE TO HEAR WHY YOU LOVE AMAT at least brian and ian and other bulls give their opinion. my point as i've stated is semi's stocks get way overvalued during booms and way undervalued during busts. wall streeet is still bullish on amat which imo is a negative thing. it will be intersting to see what intc says but if amat pre announces it could go before they report. any comment on why people would bid amat up to 39.375 before fridays opening with the news regarding klic came out. if i'm a smart buyer and want to buy semi's during a downturn i would be a very cautious buyer not aggressive like we saw. the volume was heavy on thursday and friday with a lot of block trades. et i was heavy short klic at 27.75 covered at 23 because i thought klic would miss but i got nervous on the market . its funny the market fying but myself and shorts are making lot money and if we are wrong like amat the stocks not flying away from us. shorts i have posted that have worked-klic, klac,brod ,intc, i'm short amat, arsw, vtss, dow jones puts,coms, i'm long dssi, tsemf, augi, gntiy,kkro, lwn, wcom, and currently 35% in cash. the momentum is very strong and will short more companies but have to see signs of a market downturn to get fully committed. looking to short asmlf -ipec, egls, psft, txn , and micron again. the only stocks that look cheap are micro caps or special situations for the obvious reason. the only reason i posted my positions is someone asked/
