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Politics : Formerly About Applied Materials
AMAT 235.24+4.5%Nov 19 3:59 PM EST

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To: Joseph J. Clark who wrote (27804)1/20/1999 9:33:00 PM
From: Paul V.   of 70976
 
Joseph, I want to remount this stock...but is now the time?

From my past experience, since originally purchased AMAT at $26.875 I have seen many get excluded from AMAT's run up. You were probably in the 20% tax bracket when you were forced out but had a good gain. Tito, Big Bucks, myself and others seem to think that AMAT will go up from here especially after we got the good BTB, orders and shipment numbers. IMO, I can see stock running up $14 from the recent low of $50 to $64. Once it gets into Tito's $63 to $100 range no one knows how quickly or how high the stock will go.

You can see that sooner may be better than later. AMAT earnings come out in February. With AMAT backing off its $59 15/16 high today, IMO, we should be seeing $64 within the next month.

However, you already have made some great money.

Just my $.02.

Paul
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