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

To: Teri Skogerboe who wrote (20403)6/15/1998 12:59:00 PM
From: Joseph J. Clark  Respond to of 70976
 
I was a tad disappointed in the semis "rally" earlier this morning (though they are weakening now; klic, amat). I know this may sound odd, as I am long AMAT, but I want these stocks to fall further without a bounce back up. I'm looking to establish some major cash into AMAT LEAPS (calls), a stake in KLIC, KLAC, COHU. A market meltdown would bring these stocks down in a hurry, and an entry point (or close to it) that would make sense (for me). Is anyone else
getting excited? Could be Oct 97 all over again, perhaps worse.
Agin, my thanks to BB, BrianK, aki, Taby, Teri, Jacob, et all for providing this board with all the insight and appropriate links.



To: Teri Skogerboe who wrote (20403)6/15/1998 1:16:00 PM
From: Ramsey Su  Read Replies (3) | Respond to of 70976
 
Teri,

OT

lets try to think this through. Rubin and G7 lay off the yen and allow it to free fall. To the US, this almost have the same effect of slowing down the economy without raising interest rates.

To Japan, they can sell US demoninated investments and book "profits" in yen. This may help them take some pressure off the banks. Bank loans, in yen, may now be a little easier to pay off, potentially reducing the bad loan volume.

It seems to be a pretty good move but somehow my gut tells me there is something screwy here. Anyone care to help me out?

Ramsey



To: Teri Skogerboe who wrote (20403)6/16/1998 2:35:00 PM
From: Paul V.  Read Replies (1) | Respond to of 70976
 
Teri, >Analysts (most of them, anyway) = a day late, and dollar short.<

They are doing it again, downgrading after the stock has gone down. Then, they will be buying at the lows and upgrade after the stock has run up. I feel for the poor person who is an emotional buyer and buys purely on the recommendations of the analysts.

Thanks for your input.

Have you gotten back in to AMAT yet?

Paul V.


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