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.

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

To: klaus pluszynski who wrote (28099)	2/9/1999 9:32:00 AM
From: Henry Eichorszt	Read Replies (2) \| Respond to of 70976

TODAY'S BUY RECOMMENDATION - February 09, 1999APPLIED MATERIALS INC (AMAT-Nasdaq) APPLIED MATERIALS INC (AMAT-Nasdaq): Technical Viewpoint: From a low of $41 1/2 on Dec 30, 1998 prices rallied, reaching a high of $57 5/8 on Jan 8, 1998. A decline saw prices pull back, reaching a low of $49 1/4 on Jan 13, 1998. Another rally saw prices penetrate resistance line "A", closing yesterday at $67.44. Technicals: Momentum Index (MTM): A Buy Alert! was given on Feb 8, 1999 when the solid line crossed the dotted line to the upside. Support: Remains at $57.00. Resistance: Is at $69 3/4. Point & Figure: Reversed to the upside on Feb 8 , 1999. A P&F downside reversal takes place at $63.00 Summary: Technical indicators have turned bullish. This stock pick is brought to you by BUY! APPLIED MATERIALS (AMAT-Nasdaq): @ $67 3/4 Stop: Use a protective stop of $64 7/8. Applied materials Inc is currently trading @ $67.44 plus $6 3/4 on Feb 8, 1999. Price Objective: $94.00 Risk/Reward: $2 7/8 VS. $26 1/4. Today's Risk Reward Ratio: 9:1 Click here for detailed technical diagram Past buy Recommendations Click here About Wall Street Trader's Column How to use the above technical information DISCLAIMER for the Wall Street Trader's Column DISCLAIMER for the DAILY STOCK PICK About Wall Street Trader's ColumnWall Street Trader's Column is a leading source of market information for investors worldwide. With over 29 years of experience in the stock and commodity futures market place, you will be benefiting from years of in-depth analysis and studies which can then be implemented to assist you in your investment decisions. Wall Street Trader's Column is a publication which screens over 500 issues daily and selects 16 stocks of which one is highlighted as a focus stock with graphic and technical detail.How to use the above technical informationEach buy recommendation comes with a BUY STOP. This is the low risk entry point that you should consider making a purchase. If the stock does not reach this price then it does not become a buy candidate. If in the following days the prices of the stock reaches the BUY STOP or higher then you may consider purchasing the stock. Once a purchase is made then use the recommended protective stop as indicated in the report() Should the stock advance move you protective stock up accordingly. Example : XYZ Corp closed at 64 the previous day a) A buy stop recommendation of 643/4 is made with a protective stop of 613/4 (A difference of 3 points) b) Now should the stock advance to 693/4 than the protective stop would b 663/4 c) Keep advancing the stop as the stock moves up until the stop is penetrated and you exit the position. d) Never use a stop in excess of 37/8 DISCLAIMER for the Wall Street Trader's ColumnThis report is not intended as an offering or a solicitation of an offer to buy or sell the securities and futures mentioned. While all information is derived from sources we deem reliable, we do not represent that it is accurate or complete. Such information and opinions expressed are subject to change without notice. Wall Street Trader's Column, its officers, stockholders and employees and their families may have a long or short position in or may at any given time purchase or sell the securities or options relating thereto. Editor and Publisher:1998 Harry Aloof 7670 Lago Del Mar Drive (Suite 301), Boca Raton, Florida 33433 Tel:(561) 417-3982 Fax: (561)417-3965DISCLAIMER for the DAILY STOCK PICK

To: klaus pluszynski who wrote (28099)	2/9/1999 2:05:00 PM
From: klaus pluszynski	Read Replies (1) \| Respond to of 70976

Ramsey / All, Here's a contrary view to the public belief that Semi Eq. stocks are overvalued. Yes, they had an impressive run-up, but they still look pretty attractive when compared with other industry groups. The following table lists three key indicators for five key technology groups: - Price-to-(book+sales) This is the relation of the stock price to the sum of book value plus sales-per-share. - Current ratio - Debt-to-Equity Each group consists of the five stocks with the highest market cap in the group: - Hardware: IBM, CPQ, HWP, DELL, SUNW - Storage: EMC, SEG, STK, NTAP, QNTM - Network: CSCO, ASND, COMS, NN, ADPT - Semi Eq.: AMAT, TER, KLAC, NVLS, LRCX - Semi Mfg.: INTC, TXN, MU, STM, AMD (Raw data according to Yahoo, as of a week ago. Numbers are unweighted averages.) Price-to- Current Debt/Equity (Book+Sales) Ratio Hardware 3,15 1,57 0,24 Storage 4,50 2,91 0,14 Network 4,71 4,12 0,13 Semi Eq. 2,20 3,06 0,21 Semi Manuf. 2,52 2,36 0,31 Price-To-(Book+Sales) is lowest for Semi-Eq. You'll get the most value for you money here. And financial strength in this group isn't bad either. As long as SEMI's booking continue to improve, I'd expect money to flow into this segment. It's basically still buy-the-dips-time. But that's of course just my opinion. Time will tell. Klaus