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

To: Proud_Infidel who wrote (19285)	5/11/1998 8:50:00 PM
From: jtechkid	Read Replies (1) \| Respond to of 70976

YES, I agree. but it will get very messy first with also the problems with dram. my main point is see it getting very ugly soon so if people looking for anything positive this year i think they are mislead. also, the potential disater we are having right now is unprecedent in history so nobody knows how will it will play. my feeling is people are going to get sick of holding semi stocks when no good news will be coming for a long time. my relationship with the stock price and the book to bill show that we are way to early to the game. one thing my contacts tell me that after all the blood is shed this year, that the survivors in the year 2000 will do very well. i believe lot people holding do not really understand the business and the market needs to shake some of the weak people out. also, as i stated market is way overvalued a correction will happen and you are going to get hit whether your yahoo or amat. i went back all the way to 1993 on bloomberg and amat is imo at the most difficult time in the history of the company. also, the reaaly big money is made at the beginning of a new industry. my point is i love amat and it will double by 2000 but after looking back at the history of amat i really like to find the new amat. the company has really done unbelievable this decade . morgan should be up their with grove and gates. just giving everybody a short term negative view. also,everyday i look at my quotron and flashes that somebody going bankrupt in asia. today-korea kyong hyan constrution just went bankrupt. the suicide rate in japan is increasing at a strartling rate. what i don't understand about is investors in the last 3 years have done unbelievable. already, this year sox is up 20% and the markets up double digits. don't get greedy take some money off the table. their more risks out their we really know. take the 15-20% gain this year and go in cash and let things play out. if we have a panic selloff and amat goes to 22 at least you can load up on it. good luck