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Politics : Formerly About Applied Materials
AMAT 339.94+3.3%Feb 11 3:59 PM EST

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To: Kumar Nathan who wrote (4192)5/1/1997 8:44:00 AM
From: Teri Skogerboe   of 70976
 
Hi Kumar,
I agree that you'll probably do just fine if you trade away Amat, and if you are still overall bullish I would just be nimble and quick to get back in on the Dip (JMHO).....
About Alan Redspan, he could easily decide to just quit trying to jaw bone the market, since it is NOT WORKING, and (OF ALL THINGS) just resort to acting (raise interest rates by .25 or .50) to slow things down.
Good luck to all us Amat Fans,
Teri
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