Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Stock Swap -- Ignore unavailable to you. Want to Upgrade?

To: Justa Werkenstiff who wrote (15030)	7/23/1998 5:14:00 PM
From: Proud_Infidel	Respond to of 17305

Justa, Sooner or later they will be throwing $$ our way. Where else can they go for stocks like AMAT, CYMI or a whole laundry list of stocks trading well below their PEG? I think many of the big boys learned their lesson in '96 and do not want to get left behind in the next runup. This is only ONE of the reasons I do not believe AMAT will get anywhere near it's historic low PSR of 1.0. To the bears on the AMAT thread, that is their mantra and all you ever hear. But in reality, no company with leadership in their industry like AMAT should ever trade at a PSR of 1.0. Many people disagree with me on this, but I believe a premium must be paid for a company which will(??) make $$ every qtr during this downturn. Again, this is open to debate, and especially so with 300mm pushed out. At this point, any + comments on 300mm could propel these stocks up. I think this qualifies as a rant<G> BK

To: Justa Werkenstiff who wrote (15030)	7/23/1998 10:07:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 17305

justa, You'll love this post by one of our fav bears. First line: Wall Street is getting it wrong again. exchange2000.com Everyone(the market) is wrong and she is right. What blatant arrogance. What is most annoying is that her posts read like a broken record, with no consideration of changing market fundamentals. "Stock is going to 12 yada-yada-yada PSR of 1.0 yada-yada-yada." The really sad part is that she is actually considered insightful by many who have remained, and not been chased away. BK