Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 322.34

+1.1%

Jan 23 9:30 AM EST

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To: Ramsey Su who wrote (23470)	8/27/1998 6:13:00 PM
From: hdr	Read Replies (1) of 70976

Ramsey Su, I decided not to wait on Brian's capitulation. I covered my shorts last Friday and went long on TER this afternoon. At $11.86 bookvalue and still making money in a more diversified industry $19 and below is attractive mid to long term. A short term technical bounce may be as far as I go, but at this point the short term downside risk is tolerable compared to AMAT. Thanks to the likes of Jtech, Aki, BB and others for their bearish data over the past six months. You have helped me short with conviction to a substantial return. Jtechkid, what do think of TER now at this level, you were interested at $26. hdr

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