Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 252.34

+1.0%

12:59 PM EST

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To: Math Junkie who wrote (25500)	10/19/1998 8:34:00 PM
From: 16yearcycle	Read Replies (2) of 70976

I am uncomfortable with this possibility, that the rush to purchase equipment from the dram producers could be on. We have an intc investment in mu and samsung is responding. The korean stock market has been doing very well for awhile. The dollar is weaker, so purchases from amat may be more attractive than before. Japan is instituting a plan.(!),(?). My dartboard caused me to buy amat and nvls right at the bottom, and I may have snatched defeat from the jaws of victory by trading those 2, instead of holding. KLAC is still very attractive by price, but Something bothers me about their management vs. nvls and amat. I am not sure what it is, just a feeling. I will buy a little more klac on the next drop, and cross my fingers that amat and nvls cooperate and don't run away and hide.

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