Formerly About Applied Materials Message Board

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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: Teri Skogerboe who wrote (4242)	5/3/1997 11:07:00 PM
From: Ronald D. Engelkes	of 70976

Teri (and Tito and All), Please do continue to "cheerlead", and realize that label is just one person's opinion of how to characterize those with a long-term view. There are more of us here who are in for the MEGATREND. On the subject of a $100 target for AMAT, why would anyone settle for so little? I believe we are within a few quarters of logging $1 billion per quarter in sales. AMAT expects to achieve peak margins by late this year. Do the math. We could hit $100 within one year, even by the end of 1997. A wise man once said "Put all your eggs in one basket, and then watch the basket very closely". Diversification can provide de-worse-ifaction. I will admit to some short-term trading. Thanks to the education provided by Tito, I sold my Jul 55s Friday for a gigantic % gain. Thank you Tito. Keep up your positive posts!

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