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Politics : Formerly About Applied Materials
AMAT 230.92+3.1%Nov 24 3:59 PM EST

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To: The Vinman who wrote (19314)5/12/1998 5:09:00 PM
From: j g cordes  Read Replies (2) of 70976
 
Vinman, 3 Questions: What do you like? If you are short or have puts, is AMAT your play to the downside? If not semi's, then do you also believe the whole market is going down and AMAT is just a symptom of general over valuation?

Jim
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