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

To: David Rosenthal who wrote (20220)	6/11/1998 11:06:00 PM
From: jtechkid	Read Replies (1) \| Respond to of 70976

TABY, i've alway been a long term bull of the group but i have to put money to work and these stocks were overvalued a month ago . my point is their way oversold and my prediction is i don't know if you will have upcycle but you will have a bounce of 20-30%from these levels by october. thats my point. i go both ways made a lot of money on the short side but its way to negative out there and at minimum you will get a positive trade. when short, one point that i stressed is we are going into the weakest quarter for semi's and their no reason to be aggressive which turn out right as semi's in the sox just broke new lows. now i'm long some semi's other than amat that the value is to compelling. i mean lscc has gone donealmost 50%in the last two months i would say thats a pretty good correction.so yes i was negative on a fundamental, investors behavior, valuations, but with semi's things change very quick now i'm very bullish on most semi's on valuation and behavior and i believe october quarter will better than july quarter mainly on seasonal factors oof back to school and christmas buying of computer related products. thats my point.it might be a suckers rally but i'll go along for the ride.semi's change very fast and if you sit still you could be in trouble.

To: David Rosenthal who wrote (20220)	6/12/1998 10:01:00 AM
From: shane forbes	Respond to of 70976

ot But AMZN has an opportunity, if they play their cards right, to use their expensive stock to make some big time acquisitions or whatever. e-business is the way of the future and AMZN has some of the eggs the golden goose has laid. I never have and never will invest in AMZN - I have no way of evaluating this company but I do realize they could be a huge company down the road and some investors no many investors don't mind paying up for that. Buffet was right - pose this question to anyone - How do you value AMZN? - if they give an answer - without reading to their answer promptly fail them. Another reason I do not have AMZN is the hype factor and the momemtum types in the stock. Shane.