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Politics : Formerly About Applied Materials
AMAT 328.80+2.0%2:17 PM EST

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To: Joe Donato who wrote (4670)5/20/1997 4:45:00 PM
From: Teri Skogerboe   of 70976
 
Joe,
<<I realize it is not popular to sell while the stock is climbing>> Doing what is popular is usually not a good way to make money. I'm a little surprised at the pace we have made it to this level. In the past, AMAT has shown they can GET IT DONE (with both Revenues and Earnings). I think this next semi-equip cycle is going to blow away the last one.
But, Gottfried was looking for some AMAT Bears to read about and I have been meaning to tell him that over on the Michael Burke thread, M. Burke went short (or did this with Puts) about 2 weeks ago....there are so Darn many postings over there, I don't normally keep up with them, and I'm not sure if he is still Short or not....
Regards,
Teri
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