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

To: Jacob Snyder who wrote (25972)	11/4/1998 8:15:00 PM
From: Ramsey Su	Read Replies (2) \| Respond to of 70976

Jacob and all, Had not posted for awhile because there is really nothing new to say regarding the sector. The current bullish sentiment is so strong that it may actually be stronger than before the Asian contagion, Brazil, Russia. PE ratios are sky high while earnings are coming straight down. Almost everything that I am holding are over valued per my own little analysis. Am I the only one worried about what may be blind siding us around the corner? I wonder if Greensban would dig up irrational exuberance from the past again? Ramsey

To: Jacob Snyder who wrote (25972)	11/5/1998 11:59:00 PM
From: Bong Lewis	Respond to of 70976

i dont see my recent reply to yours here. hope you are not receive it twice. I dont follow nvls. the only semi stocks that i follow recently are intel and amat. Be honest, when you feel the sky is the limit, it's time to sell. When you feel your pant is wet, it's time to buy. Not like you, I am not comfortable to play options and short, so buy low is the most comfortable strategy for me. I care less for the ASIA crisis or whatever, just buy good companies at good price. I bought INTEL last year at 75 and 70 and sold 90. Missed this time at 70/65. Good luck. I like your posts.