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: ddt99 who wrote (28559)	2/25/1999 1:14:00 PM
From: Fred Levine	Read Replies (1) \| Respond to of 70976

IMO, this is a terrific co. with LT value, and is, by far, my largest position. However, it seemed to me to have an appreciation that was disproportionate to the very good news about the turnaround of semi orders. The analysts hopped on the bandwagon in a herd, making it appear as if the sky was the limit. A fair price now, IMO, is 55-60. Again, I'm expecting it to break 70's this year, but remember the runnup from 22. The LT investors will see multiples of this price, but I am right 50% when I try to time the market and trade. good investing-- fred