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Politics : Formerly About Applied Materials
AMAT 249.89+3.1%Nov 26 3:59 PM EST

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To: Proud_Infidel who wrote (25007)10/7/1998 8:08:00 PM
From: Jacob Snyder  Read Replies (3) of 70976
 
Cymer at 7 1/16

That's not that much higher than the first batch of AMAT LEAPs I bought. Hmmmmm.......

At some point, this stock has to shout VALUE, loud enough for someone to hear. If anyone were looking for an acquisition, Cymer would be a lot smaller bite to swallow than AMAT. The decline below 15 makes you wonder if there is something hidden and horribly wrong with the company. But, no, all the small semi-equips have been flattened. Bill Gates or P. Allen could buy the entire industry, if they wanted to. Another disproof of the Efficient Market Theory.

Are you still buying?

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