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Politics : Ask Michael Burke
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To: Joseph G. who wrote (31519)8/25/1998 5:44:00 PM
From: Knighty Tin  Read Replies (2) of 132070
 
Joe, Heck, if they don't have any workers, that eliminates a large cost factor that messes up their net income every quarter. -g-

Nope, still own puts on AMAT. Waiting for the loss this quarter and next to shock the true believers. However, unlike IBM, Intel and MU, these guys have been stingy about holding on to their cash. And, unlike IBM, Intel, and MU, Amat is a good co. and one I would own again about 2/3 lower in price.

MB
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