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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Trey McAtee who wrote (201)	12/3/1998 5:47:00 PM
From: uu	Read Replies (2) \| Respond to of 99985

Trey: > but given the information we have now, wouldnt you say that going long AMAT when things are clearly going to get worse is a bit pollyanna-ish at best? Well, I am an optimist by nature and despite the fact that I always try to keep an open mind about all negatives, I have come to the conclusion that at this time the negative sentiments and the " world is coming to an end" has gone a bit too far - at least as far as semis are concerned (the net stocks I agree, they are in a totally different world of their own!). I have a significant long position in AMAT, LSI, VTSS, and some INTC and even though I am very much tempted to sell and take my huge profits right now (with the exception of LSI which I am still down about 30%)! I in fact am buying more of these stocks even at these prices. My average share price is moving higher of course (with the exception of LSI), but in a year from now I know I would kick myself for not buying even more shares of these companies now! So with all means go ahead and short these semi stocks and sell me all the shares you can. I will gladly take them from you (as far as my available cash allows). Best Regards, Addi Jamshidi