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

To: Big Bucks who wrote (22117)7/24/1998 8:31:00 AM
From: Joseph Beltran  Respond to of 70976
 
Big Bucks,

Apparently, alot of mutual funds have jumped into these internet stocks in recent months. It'll be interesting to see whether they all decide to leave at once...I would not be surprised to see a mass exodus and the price of those stocks go into freefall.... An analyst following AMZN stated yesterday that AMZN had put out some "great" numbers for the quarter. I took a quick look and noticed a loss of .33 versus a loss of .16 a year ago. Great numbers? Yeah, right!!!

regards



To: Big Bucks who wrote (22117)7/24/1998 9:00:00 AM
From: Teri Skogerboe  Read Replies (1) | Respond to of 70976
 
Bucks, Katherine, Ramsey, Thread,

Re: This excerpt from the Lehman report, "Dram excess capacity trend was 11% in 1995, 30% in 1996, 25% in 1997, 11% in 1998, 4-9% in 1999 still an excess but getting better."

I think this is key and is likely what is holding AMAT, NVLS at these heights. I question it. IMO, we need to know how they came to this conclusion and if the assumptions along the way were reasonable.


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