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Strategies & Market Trends : LastShadow's Position Trading -- Ignore unavailable to you. Want to Upgrade?

To: tom pope who wrote (4643)	12/18/1998 9:11:00 PM
From: Susan Saline	Read Replies (1) \| Respond to of 43080

I look at it this way ... the good ones always come back ... and they do so you missed the low/bottom in CMOS put it out of your mind. now go look at .... PSFT it will do the same thing ... another ASND (chart) another CMOS (chart) in the making ... when they are at 52 week lows .... the scardicats (that includes me ... as I did not start back position trading it till it hit 17) are out ... and afraid ... and we don't consider it a "good" one ... till it's back up 10 bucks off the low. take a look at the 2 year chart on PSFT .... now look at the financials the light will come on

To: tom pope who wrote (4643)	12/19/1998 1:20:00 PM
From: AlienTech	Read Replies (1) \| Respond to of 43080

You kidding right? You want to compare CMOS to AMAT or KLAC? It is not just market cap but revenues, KLAC is 10 times as big as CMOS. And AMAT has a market cap less than AMZN but the main difference is, AMAT security uses jeeps to patrol their campus cause it will take them days to walk through them. YHOO uses one of AMAT's old offices. If you are really intrested, NSM has the power to blow things up. They fell behind the techonology curve rather fast but they will catch up by the end of next year. So there is a good chance for better upside than any of the others.