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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host
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To: Hank Stamper who wrote (3318)2/12/1998 8:39:00 AM
From: TMAC   of 42834
 
Dave,

If I'm not mistaken Bob mentioned to a caller over this past weekend that he would hold AMAT through the earnings report. He also stated that those prices in January for the capital equipment makers would not be seen again (AMAT $28/share or so). My take on this is that the downside to AMAT is $30 or so and upside is ???. Bob has also mentioned on numerous occasions that a year from now you will not believe the prices you could have picked up the these capital equipment makers.
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