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

To: Proud_Infidel who wrote (20819)	6/25/1998 6:41:00 PM
From: jtechkid	Read Replies (1) \| Respond to of 70976

this group looks awful--but again this is the time to buy or great trading stocks. i knew one i like and will buy tomorrow is asyt tomorrow. we need some consolidation in this group. what i believe is all the management is scared and all we need is one competitive buyout from solid player and that will start the domino effect, morgan basicly said nothing good today and semi's will probably mirror asia in the short term. some small companies i like lot-quality semi-selling half book . sybol qual. alliance semi -half book value. what generallyhappen in a downturn is funds if they buy any semi's will buy the leaders so some second, third, players get destroyed but if the group changes by 1999 both these stocks will double maybe even triple quick.

To: Proud_Infidel who wrote (20819)	6/25/1998 8:26:00 PM
From: Barry	Read Replies (2) \| Respond to of 70976

>>Just received my S&P Outlook for '98 in the mail today. AMAT once again in the platinum portfolio along with KLAC. From the year ended December 31, 1986 to the end of may, the Platinum Portfolio was up 744% compared with 350% for the S&P 500 index...<< Something to keep in mind is that the 'platinum portfolio results' are based upon a back testing of their system. Actual picks based upon this system over the past three years lag the s&p 500 (their 'value portfolio' has supposedly performed slightly better). Past platinum picks have included many tech stocks that have been decimated during their portfolio holding period, including atmel, adaptec, quantum, seagate, informix, silicon graphics.... many, many poorly timed picks. Invariably, they shed the picks from the portfolio after severe losses. They came up with a system that would have done well in the past and then projected results back to the present--but almost anyone can do this. The question is, ex ante, how will their platinum picks perform? Thus far, my observation is the platinum portfolio has been pretty pathetic. barry