Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 223.95

+1.7%

3:59 PM EST

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To: Justa Werkenstiff who wrote (24674)	9/28/1998 12:03:00 PM
From: Proud_Infidel	Read Replies (1) of 70976

Justa, Actually, I was hoping the Bearish sentiment would last a little longer. I was able to pick up LRCX at less than .4X sales and was hoping to acumulate others in the coming weeks. Today we are seeing a big % point move in the sector, partly due to the + writeup in Barrons about BRKS this past weekend. If one isn't on the train by late this year, you will be left standing at the station wondering what happened. I am buying seats as we speak<GGG> Also worthy of note is the fact that GS postponed their IPO indefinitely. They seem to feel that the market is not fairly valued. BK

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