Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 223.95

+1.7%

Nov 21 9:30 AM EST

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To: Ian@SI who wrote (24279)	9/15/1998 1:28:00 AM
From: Joseph J. Clark	Read Replies (1) of 70976

Hello again guys (thank you for your responses). These are truly difficult times for this sector. I'm torn between bottom fishing for the great names (AMAT, KLAC, NVLS, et) or just staying with the sectors that are doing well form me (software,drugs). I do want to believe that the CFO's statements are meaningless; they truly have no idea, as Asia has never imploded like this before. However, I did stop dead in my tracks today when I read the quote...as was posted here earlier...maybe this isn't a no brainer after all. Having stated the above....I can't help myself with this sector. If we tumble from these levels, I'm buying more. If we begin to move up significantly from here (a breakout), I'll be buying. My humble thanks to all of you!

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