Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 259.21

-4.0%

Dec 12 9:30 AM EST

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To: davesd who wrote (9189)	10/22/1997 4:31:00 PM
From: derek cao	Read Replies (1) of 70976

Dave, from your posts it is obvious that you think there will be a slow-down in semi equip. However, a lot of amat's long term holders here think otherwise(including me). As a matter of fact, there is nobody can know sure. Do you agree? It is just our guess work. If amat drop to mid 20s, our long term holders can bite the bullet and hold it for another year or two hoping everything will be fine in the long run. But what if there is no slow down and amat back to 60s, how long can you hold on your shorts or puts? regards derek Standard Disclaimer

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