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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: Justa Werkenstiff who wrote (1945)11/2/1998 8:52:00 PM
From: Justa Werkenstiff  Read Replies (1) of 15132
 
MR GJ: This one is for you. Ooops:

Talk : Semiconductors : Applied Materials [AMAT]

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To: Denice (25075 )
From: akidron
Thursday, Oct 8 1998 12:03PM ET
Reply # of 25927

That's the question I ask myself. Originally 22 ish was my initial re-entry point, and there
is tremendous support for the stock here. But, I'm too bearish on the market in general to
enter at this level. And 22 was my target taking into account a 15% drop in the Naz. So,
what I'm saying is that my target has changed. If everything was to stay as it is now
(unlikely) I'd start at 18, knowing I might still be buying at 12, mid 99, so I'd be looking at
4,000 shares at 18, 4000 at 16, 4000 at 14, and then 4,000 plus at twelve... all subject to
macro- market change.
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