Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 226.05

+1.3%

Nov 14 9:30 AM EST

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To: michael97123 who wrote (43475)	3/11/2001 11:52:15 AM
From: Cary Salsberg	Read Replies (1) of 70976

As I mentioned in the older post, I am holding SVGI which will "soon" be converted to ASML. I have an old position in CSCO and the puchase at 18.96 is just to make my holding a round lot (multiple of 100). I don't have buy points for ASML. Buy one level of ASML when you buy each level of AMAT or KLAC or NVLS. If I were starting a new position in CSCO, I would probably start at 18.96 and buy down to 12, but I would much rather buy the semis and semi-equips I listed. I think you should hold for a year because 20% is a lot better than 70% on your $10M capital gain.

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