Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 223.95

+1.7%

Nov 21 9:30 AM EST

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To: Tom Kearney who wrote (17799)	3/18/1998 2:13:00 PM
From: 16yearcycle	Read Replies (1) of 70976

Tom, I think it is highly significant that Buffett expressed frustration with having to allow pitch after pitch to sail by, but also felt it would be some time before he sees reasonable bargains. Of course, I think this is smart because I've believed it for 7 years now. 10 to 15 to go. We will continue to have "rotations" from one area to another, so there will be pitches to rip at: cpq at 23, amat at 26,csco at 31, G at 59, mrk at 80, msft at 116(before the split), etc. I am not as picky as Buffett. Still, I am waiting for the expected pre- April 15 going out of business sale. I can hardly stand it...

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