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


To: Big Bucks who wrote (20959)6/28/1998 5:24:00 PM
From: Gottfried  Respond to of 70976
 
Big Bucks, Jacob said >KLAC has been as weak as KLIC, even though it's a much better company. Why? I won't buy KLAC till I know. Someone knows, and is acting on that knowledge.<

...and you said >At least an individual can observe stock
movements and know something is up and strategize accordingly.
<

Agree with both of you. I'm observing a stock with unexplained
down movement now. In my more naive past I would have jumped
in to buy (it's at two year low, good company, good outlook etc).
Now I just patiently observe to, maybe, pounce when things are clearer.
Somebody knows something.

GM



To: Big Bucks who wrote (20959)6/29/1998 2:15:00 AM
From: Gottfried  Respond to of 70976
 
Big Bucks, >>Fair-value price for APPLIED MATLS INC $ 26.63 <<

jcgi.pathfinder.com

Interesting method, with explanations. But I wouldn't
put too much faith in it: here's what it gave for RDRT

Fair-value price for READ-RITE CORP -88.551
Current price of READ-RITE CORP 9.65625
READ-RITE CORP is OVERVALUED by: 110.90%


GM