Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Paul V. who wrote (19510)	5/16/1998 1:49:00 AM
From: jtechkid	Read Replies (4) \| Respond to of 70976

just saw the movie DEEP INPACT, it might be time to short more stocks. people are too greedy and just like pigs they will be slaughtered. one word of advice never believe semi management because they have no clue forecasting what will happen. i would say 75-85% of semi management in october said they were comfortable with 1998 numbers. obviously, they are dead wrong. the big problem i see with amat i the big buyers these days are not typical smart semi buyers and that will lead to nasty correction when they realize what their way over theirv head. a classic sign was when amat went up with numbers most every semi or related company was under pressure. if smart semi buyers believe things look rosy the whose semi group would rally. that is a fact-check out 1996. this was confirmed today as amat and the whole group got destroyed. good night. hopefully pakistan doesn't screw up with those nuclear bombs.