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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Dushyant Narayen who wrote (35144)11/2/1998 8:49:00 PM
From: Knighty Tin  Respond to of 132070
 
DN, The final nail in the coffin will be either less easy money and/or inflation, both of which have to come eventually. The chip equipment stocks are being held and even bought because there is no incentive to worry about the valley. Cheap interest rates give you an incentive to look over the valley, which is about the size of Jupiter. As rates edge up, the non-performing corporations with stocks will be ditched for something that pays a return. And most corps are definitely not producing decent returns right now.

MB




To: Dushyant Narayen who wrote (35144)11/3/1998 10:01:00 PM
From: eabDad  Respond to of 132070
 
Dushyant-
I understand order rates were good in October in semi equips. Fundamentals are dogmeat, but these things trade on orders. Q4 is seasonally strong. I think we are in an uptrend through Jan/Feb, and then reality sets in (again). AMAT call later this month will be key to tone, and I have a sneaking suspicion that it will be mixed but spun positive by analysts. I would not fight the tape yet...

Z


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