Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 249.89

+3.1%

Nov 26 3:59 PM EST

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To: Cary Salsberg who wrote (9618)	10/26/1997 11:34:00 AM
From: Sam Citron	Read Replies (1) of 70976

Cary, <<What risk is there to waiting 1 month to hear from the worlds NUMBER 1 expert on the semi-equip business? The reward MIGHT be to avoid a 30-50% gap down opening the next morning!>> Buying at today's price should not preclude buying more if such a scenario unfolds. What probability would you currently place on such a scenario? If Morgan painted a dark picture for '98 and the stock did respond in such a fashion, what would be your response? <<Did you buy at 42 and 30 because you are comfortable holding AMAT all the way down to $6.>> I bought around 40 and 33. I will mortgage the house to buy all the AMAT I can if it ever gets near book value. When has AMAT ever traded near book value? Don't you think that an industry slowdown would be favorable to AMAT's longterm prospects by enabling it to further extend its industry dominance by acquisition? SC

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