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


To: Ian@SI who wrote (22810)8/11/1998 4:50:00 PM
From: KM  Read Replies (2) | Respond to of 70976
 
I just didn't like the trading action today if you're short. Not down much in a terrible market. I'm thinking I'll see a higher price to reinstitute the short. I'm not sophisticated in the industry at all like so many here, including yourself, so I will be interested in everyone's take on the conference call. Seemed to me like a good time to be on the sidelines, especially since I had a profit in the short. It seems to me like so many would like to call the bottom here and I have been surprised at how strong the thing has been in the past week or so.



To: Ian@SI who wrote (22810)8/11/1998 4:53:00 PM
From: John Sikora  Read Replies (1) | Respond to of 70976
 
Ian,

IMO another ugly report...ADBE pre announced after the bell as well...Semi equips are far from recovering. I still hold AMAT and MU PUTS. The only semis I've bought long are LEVL and some CUBE today...

john