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

To: Ian@SI who wrote (27410)12/24/1998 12:16:00 PM
From: Tony Viola  Read Replies (2) | Respond to of 70976
 
Ian, >>>Don't make your arguments too convincing.

We need traders like skeeter in order to have a source of value priced stock.
Within a year or so, the benefits of a JIT manufacturing model will become more
obvious to the bears. ;-)<<<

I see what you're saying, but do you really think the banter on Silicon Investor has any influence on stock prices? I mean, it's fun but don't the unwashed masses follow the analysts? Wait, Kurlak's bearishness on Intel back in 3Q didn't phase INTC at all, did it? Maybe we're it now? Oy, feel the responsibility!

Tony



To: Ian@SI who wrote (27410)12/29/1998 10:34:00 PM
From: Justa Werkenstiff  Respond to of 70976
 
Ian and All: Interesting dichotomy last week, especially toward end of week. Large cap semi-equips stumbled while the small caps in this sector were stronger. For the week, large caps were mainly down with some nice pops in FSII and CMFT among some other small pups. Maybe big boys are taking some bucks out of this sector.

Sold AMAT in my Keogh last week. Risk/reward better in other stocks at the moment.


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