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Politics : Formerly About Applied Materials
AMAT 268.87+4.6%Jan 2 9:30 AM EST

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To: 16yearcycle who wrote (33854)1/18/2000 5:29:00 PM
From: Proud_Infidel   of 70976
 
Gene,

I know what you mean and let's hope it doesn't come to that. We have a ways to go in the equipment sector, with many 300mm projects yet to be announced. For better or for worse, I don't plan on sell anytime soon. Because of the run we have had in all of my positions, I have a HUGE buffer if we do fall. I am not adding to margin, but not selling yet either.

Brian
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