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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony, -- Ignore unavailable to you. Want to Upgrade?


To: Jon K. who wrote (9615)2/8/1999 3:28:00 AM
From: Ritz  Respond to of 122087
 
Jon

Re: Shorting AMAT

Financials wont matter, EPS wont matter, no one expects crap this quarter....what will matter are orders and order outlook, and with a capacity crunch looking increasingly likely later this year and next those are likely to look very good. There have got to be better places to short IMHO.

-Ritz



To: Jon K. who wrote (9615)2/8/1999 8:54:00 AM
From: Kevin Podsiadlik  Read Replies (1) | Respond to of 122087
 
Morgan Stanley just gave semis a huge upgrade, AMAT went straight from neutral to strong buy. Trading near 64 pre-open.