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Politics : Formerly About Applied Materials
AMAT 295.83+4.1%Jan 6 3:59 PM EST

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To: Don Additon who wrote (1810)9/6/1996 11:24:00 PM
From: Martin A. Haas, Jr.   of 70976
 
Don, I believe your post is right on target. I've been in AMAT since last fall, and continued to buy when I thought the stock hit bottom. Little did I know that the bottom has yet to be reached.

I believe until there is news regarding new fabs coming on line and as long as the BTB ratio remains low, then there is going to be a long wait on AMAT. However, it's a great company that will provide great returns to patient long term investors.
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