Formerly About Applied Materials Message Board

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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: Jacob Snyder who wrote (25021)	10/7/1998 8:52:00 PM
From: Proud_Infidel	Read Replies (1) of 70976

Jacob, Re:Are you still buying? I added more ASYT to my portfolio today, though I bought at the open and in retrospect that wasn't such a good move. Seems as if the TAers are now abandoning ship now that we've broken through support. New 52 week lows on both the NAZ and the SOX(intraday on the SOX). In recent weeks, I've also been adding Lam. At some point, there will be a change in sentiment, though I am not holding my breath for that to happen anytime soon. People are not just scared, they're terrified and it shows in the pricing of some of these cos. Hell, I'm scared worse than '96. But this is exactly the point when you should be accumulating shares. Re: CYMI I have no idea why it is imploding and have been reluctant to add shares until I see what is happening. ASYT is trading at cash value and Lam's mgt. bought shares in their personal accounts in the high teens, thus I feel good about adding shares in my account. CYMI is a mystery to me right now. A virtual monopoly in one of the most important sectors of the coming years trading near its IPO price of 3 years ago. This is one I'm waiting on. Brian

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