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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host

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To: Skeeter Bug who wrote (8706)11/19/1998 3:37:00 PM
From: Kirk ©  Read Replies (3) of 42834
 
btw, if amat is such a good deal now, are you buying? ;-)
No...I added to LRCX with my cash for $10 rather than add to my AMAT position.

also, amat is a buy at $12 for me.

Yes. One of my better purchases.

Intel is getting pretty wild in the valuation department, eh? 8)
Definately profit taking level imho.... though I just hold for long term.

I buy these when very cheap and hold for the very long term. Sometimes they get over valued and sometimes they are under valued. If I like the business long term, then it doesn't matter too much to me unless I am looking to add shares.
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