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Politics : Formerly About Applied Materials
AMAT 322.51+6.1%Feb 6 9:30 AM EST

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To: Gottfried who wrote (4230)5/3/1997 3:09:00 PM
From: Teri Skogerboe   of 70976
 
GM,
When to Sell is a really hard one, isn't it? For me, with AMAT it is easier because the reason I bought them is still very much intact and probably will be for at least 3 more years (I have to try to remind myself of this). I know there are lots of people on this Thread who think I have flat out fallen in love with this company, and that is true to some extent.....BUT the fact remains that We are going to have the Biggest Retooling of an Industry in the History of this Country in the coming years and AMAT is at the very heart of this, plus they have Great Management and from what I can tell Great Employees and an extensive patent portfolio. I AM HOLDING!! If there are dips, I will get to put other money to work.
TS
But, for anyone who just thinks I am Cheerleading to Bid the Stock Higher in the Short-term, please Sell, Sell, Sell because I would love to see a nice Dip!
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