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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: Marc Trombella who wrote (17258)3/6/1998 4:25:00 PM
From: akidron  Read Replies (1) of 70976
 
marc... today was the sucker rally of life and amat managed a few 16ths, because... even this market doesn't believe we've hit the bottom... The essence of a market is of course that we all have differing opinions... and yours are therefore as valid as anybodies... and they are certainly uncompromizing.... so I wanted to aked u this... sitting at home by the fire on a cold day.... wondering how you're going to pay for college for your kids or the new boat, or for anything else, what do you say to yourself that would convince a doubter like me to buy AMAT at this level, because honestly, except for that fact its a well run company with a comanding position in an industry that's fraught with short and medium term trouble, I can't think of any... which is a pity because I've made more money on this stock that all the rest of my trading combined..
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