Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 231.39

+3.3%

2:57 PM EST

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To: Math Junkie who wrote (25782)	10/27/1998 4:40:00 PM
From: Robert O	Read Replies (1) of 70976

OT to all (slow day) Don't want to toot my own horn (uh, so to speak) but I've only once named stocks I like, in message #24414 responding to the topic of book value vs. true value> Even with all that said, and even after making nice cake short from 5.75 to 3.25, if ya think KMAG is going to stay afloat may be worth a look if price continues to behave like refills at Ponderosa: bottomless. Well between now and then you could have purchased Komag for 2 1/8. Today's closing is 4 13/16 (closed at 5 a week ago after earnings news really sunk in). That's a 75% return if bought day of post at 2 3/4 and 135% from low buy in. That's even better than AMAT in last month and 1/2 <g>. True to form I put my whole nut into APAC which started and ended the same. RO

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