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.

Technology Stocks : Micron Only Forum -- Ignore unavailable to you. Want to Upgrade?

To: Carl Held who wrote (41039)	11/24/1998 7:44:00 PM
From: Carl R.	Read Replies (1) \| Respond to of 53903

Hi Carl, I presume you've been taking a beating in your short position on MU lately. From your recent posts I gather you are short AMAT as well, and possibly some internet stocks, too. Sorry for your bad timing. I agree with you that these stocks will eventually come down, I just don't think it will happen any time soon. I think demand for hardware is too great right now, and won't cool off until the middle of next year. Thus I see the SOX strong until Feb-March or so. Oh, I should add that while I don't own any internet stuff, I do own some AMAT. I think its overpriced, too, but my computer keeps telling me not to sell yet. The only fear I have is that if I keep listening to my computer it will eventually think its the boss and do me in like HAL did to poor Larry. <VBG> Carl