Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 254.72

+0.9%

Dec 1 3:59 PM EST

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To: Teri Skogerboe who wrote (20605)	6/20/1998 2:39:00 AM
From: Paul V.	Read Replies (1) of 70976

Teri, >I end up thinking that if Asia can get its act together, it's a screaming buy. the big "if".< I agree with your assessment but always ask myself what is the downside risk for buying AMAT at these rates vrs the upside potential lost if I wait two long. That is where the wisdom of Lester E. and others who have followed AMAT longer than I have and Big Bucks, Kumar and others extremely knowledgable with AMAT comes in handy in my assessment. Keep posting. Are you about ready to jump back in? Sounds like you are getting anxious.<g> Wish I had DW Sector data going back to 1991 with the low percentiles for the SEMI. The lowest I have is 12% in 1996. We are now at 18.5%. Paul V.

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