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Politics : Formerly About Applied Materials
AMAT 322.32-5.6%Jan 30 9:30 AM EST

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To: Jeff Mills who wrote (8737)10/17/1997 10:21:00 AM
From: Martin A. Haas, Jr.   of 70976
 
Jeff, Tech Buyer, Tito and others, I'm ready to buy more but when? This action on AMAT and the oher semi-equips is starting to remind me of the ugly slide that began about two years ago.

If we hear the word "caution" in the conference call next month we're all screwed. Somehow, I want to keep believing what Lehman Brothers said about AMAT back in August. Its also encouraging to see the posts of others firms' recommendations on AMAT.

I'm long term holder, but many of us have lost a bunch over the past week.

Marty
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