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Politics : Formerly About Applied Materials
AMAT 267.87-0.6%Dec 5 3:59 PM EST

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To: Cary Salsberg who wrote (33261)11/18/1999 9:57:00 AM
From: Proud_Infidel  Read Replies (2) of 70976
 
Cary,

Good to hear from you; it's been awhile. FWIW, my margined shares will be sold at 160 or thereabouts. My core holdings have such a low cost basis though, it makes little sense for me to attempt to time the market, especially a stock like AMAT in a sector as unpredictable as this. My feeling is that few truly comprehend how different our lives will be even 5 years from now because of tehcnology we can "not do without." I am holding these shares with this as the one known variable. What is around the next corner in techland is usually bigger than anyone has imagined and change is the only constant.

Enough trite phrases:-)

Regards,

Brian
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