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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: Gottfried who wrote (8782)10/17/1997 1:12:00 PM
From: Joseph J. Clark   of 70976
 
I was fortunate to get in at $29.00/shr last year ($14.50 post split) and
have been looking to commit more money to AMAT with a 3-5 yr time horizon.

Should I buy now or wait for conference call remarks/earnings?
AMAT is roughly 10% of my portfolio. At the very least, I'm thinking of writing the Jan 55 calls against my position.

Thank you all in advance!
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