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.

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

To: SFW who wrote (7236)	1/26/1999 10:04:00 PM
From: Louis Cornell	Respond to of 43080

CLST has had huge vol and price increase the last two days - check the new thread for the story: Subject 25273

To: SFW who wrote (7236)	1/26/1999 10:43:00 PM
From: AlienTech	Respond to of 43080

>>Do you believe that equipment stock prices already reflect much of the recovery scenario, or is there a lot more to come?<< Considering that when the Book to bill was over 1.1 and the future looked like there is no tomorrow and Cymi was hitting $80, AMAT could barely hold 55. Now that the future looks like it might be improving and not going the way of the dodo bird and AMAT is over 57 but asia still has problems, south america is going to have problems, europe is improving but they might hit snags here and there, russia is not a country anymore, china has problems building their dam, hmmmmm... Would I take a full position here?

To: SFW who wrote (7236)	1/28/1999 12:10:00 AM
From: Judy	Read Replies (1) \| Respond to of 43080

Abed, Right now it is more of a market call for the semi and semi equipment sector. Greenspan will probably frown tomorrow to bring sobriety into the markets short-term, most technicians and their indicators have turned bearish. However I believe that we have entered the start of a multi-year growth period for this sector, the problems Alien Tech outlined not withstanding. With MSFT and the internet growing hugely, it seems a foregone conclusion the whole food chain must necessarily grow. The semi and semi equipment sector are towards the tailend of the chain ... that the road could be bumpy does not alter things.