Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 252.25

+0.9%

Nov 28 9:30 AM EST

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To: jtechkid who wrote (20302)	6/12/1998 7:46:00 PM
From: Teri Skogerboe	Read Replies (1) of 70976

Re: "Dollar cost averaging". I went ahead and nibbled a little more today on KLAC... bt at 24-7/8. ...My plan is to buy more all the way down, more or less, and I won't be at all surprised to see it at 18ish within the next 3-4 months. I still think you're too bullish on this group (for now). Taiwan, the last bright spot, has overbuilt... that's going to hurt AMAT and ASMLF and not in a small way. I think Taiwan is sitting on more capacity than they know what to do with. The only reason I bought some KLAC today was because I viewed it as a compelling value. I still fall firmly in Aki, BB, Jacob and Shane's camp that there is a very high likelihood that we really "ain't seen nothing yet". I will be very shocked if this downturn doesn't make the '96 downturn look like a pussycat. And I may just trade the KLAC on a rally... not sure. That reminds me of what Jacob said about being flexible... During this whole charade, I've been long, short, and everything in between, but definitely remain flexible -g-.

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