Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 328.51

+1.9%

Feb 2 3:59 PM EST

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To: Sam Citron who wrote (8753)	10/17/1997 11:39:00 AM
From: Cary Salsberg	of 70976

Sam, I responed to the post just prior to yours. Your timing is amazing. I think your "Third Friday Sale" doesn't explain LRCX (67-40), EGLS (36-23), KLAC (77-58), and now AMAT(54-40). You are correct that there are "fears" about 98 business. Almost all the data recently either confirmed the fears or had no material effect on them. As I said a while back, I have "bearish" fears, and the recent action has not helped. I looked at "cat and dogs" (the euphemistic "small caps") bid up because they halved their losses (no profits in years) and I realized that it was the consequence of everything of value being incredibly overvalued. I also said I will hold the semi-equips and CSCO. I have held and I have given back some profits. This is a time to establish target prices and to begin to buy cautiously. Target prices are not 5 dollars less than yesterday. Target prices occur when you will be happier if the stock goes lower so you can buy more. (This is for all semi-equips - I would still want to listen to the AMAT CC before any major purchases!) Cary

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