Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 254.72

+0.9%

3:59 PM EST

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To: Clarksterh who wrote (18533)	4/4/1998 9:47:00 PM
From: akidron	Read Replies (2) of 70976

Just wanted to thank everybody for the response... whether favorable or not... it stimulates the mind.... Clark... my post was intended to be a summary of my position, thus it incorporates many ideas I have previously posted.... I chose the time carefully as I suspected that AMAT might reach 40 on a bull run driven by the enormous liquidity in the market right now.... and timed this post so that it would honestly correspond to my trading position.... the only thing I would like to add is that I think AMAT is a wonderful franchise and I do truly hope that I am right, and that I do not miss the boat... but my constitution is not one that can watch paper profits evaporate... And therefore I rate the decision to sell AMAT at 100 last year to have been the correct one as it has allowed me the liquidity to be brave on a number of other investments.... investments I would not have made on margin.

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