Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 281.58

-3.6%

Jan 8 3:59 PM EST

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To: John Trader who wrote (59454)	1/26/2002 12:38:23 PM
From: Gottfried	Read Replies (3) of 70976

John, as you know AD shorts AMAT daily for small % gains. That's one way to short. Another would be to short here and cover at 25 [I've seen that recommendation somewhere]. That implies strong confidence in the downside. Is Barron's giving a target? In any case, this very thread contains a much better understanding of the industry than Barron's has and I would ignore them, whether they're bullish or bearish. If SEMI orders go up from here and historic precedent is repeated, there is little downside. Gottfried

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