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


To: Math Junkie who wrote (27734)1/15/1999 7:34:00 PM
From: Fortinwit  Read Replies (1) | Respond to of 70976
 
...I doubt that the AMAT thread is a statistically valid sample for investor sentiment on AMAT generally...
Well, the history is there Richard. Where was AMAT when this thread (myself especially) hit the point of maximum bearishness? It hit it's 52 week low. Now this thread has gone 180 degrees the other way, I think Justa has a valid point. Look at what was being written in the Summer/Fall of 97 too... so it's not a one-time only occurrence.

I think Justa also has a point about the divergences between the smaller caps and the large cap Semi-Equips which the following chart will point out...
techstocks.com

F.

PS: But I own CYMI now, so I'm not completely bearish!



To: Math Junkie who wrote (27734)1/15/1999 8:39:00 PM
From: Justa Werkenstiff  Respond to of 70976
 
Richard: FWIW, I never said the contrary AMAT thread indicator was in any way scientific <g>. It is an indicator that was icing on the cake for me.