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.

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

To: jtechkid who wrote (23491)	8/27/1998 7:28:00 PM
From: Bald Man from Mars	Respond to of 70976

<<VERY IMPORTANT, ONLY PEOPLE REALLY GETTING HURT IS MARGIN SELLING-SO GET OFF MARGIN BECAUSE IT NOT A LOSS TO YOU SELL.>> May be you don't feel the pain financially if you do not sell, but it is emotionally tiring that you are getting the pounding day after day since May ... Like boxing you get hit for 3 minutes, then you get one minute of rest, then the same thing again ...

To: jtechkid who wrote (23491)	8/27/1998 8:17:00 PM
From: Henry Eichorszt	Read Replies (1) \| Respond to of 70976

FROM SMARTMONEY-It's hard to argue that pummeled sectors like chip equipment are overvalued. After all, the group came down 8% on Thursday. And of the 36 equipment companies tracked by Zacks Investment Research, 15 are now trading below book value -- quality companies like LAM Research (LRCX) and Mattson Technology (MTSN) among them. But Mark Fitzgerald, who follows the semiconductor capital equipment sector for Merrill Lynch, says there's no point in bottom fishing now. Until the PC market recovers, he says, chip equipment stocks are going nowhere. And PC prospects are less than rosy. He expects that the holiday boost in PC sales will be short-lived, and that companies like Dell Computer (DELL) are growing primarily by stealing share in certain markets, while the market itself is not growing at all. "NEC and some other firms have lost significant share in Asian markets [to Dell]," Fitzgerald says.