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

To: jtechkid who wrote (20116)6/11/1998 1:23:00 AM
From: akidron  Read Replies (1) | Respond to of 70976
 
jtechkid.... u really are puting too much on projected earnings, and this hope about the 4th Q is just hope... KLAC and AMAT (and i suspect others) have spent a fortune gearing up to produce for an explosion that has not come, some of this investment will be delayed or even abandoned, and the expenditure will be written off... I say that even if we get a B2B bumpette, it will be transient, based on the now outdated belief that Asia will muddle through.... this market's going Chitti Chitti (bang bang) before we make a serious run at 10 K... at it might well be the great buying opportunity of our lives.



To: jtechkid who wrote (20116)6/11/1998 6:00:00 AM
From: jtech  Read Replies (1) | Respond to of 70976
 
tsemf is not a player. You know as well as I that israeli stocks lack
support from thier own co. I deeply respect your opinions but get over dssi and tsemf. I made good decisions on your reccomendation to buy puts on amat at 40. The last time I suggested negative about dssi & tsemf I was attacked by you and yossi. tsemf was then at 13$,I said it would reach 7.50. For you to include tsemf in the same post as klac
is not up to your standards


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