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Politics : Formerly About Applied Materials
AMAT 223.95+1.7%Nov 21 9:30 AM EST

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To: Gottfried who wrote (27844)1/26/1999 4:42:00 PM
From: Judy  Read Replies (1) of 70976
 
Gottfried, well done on KLIC. Will you hold KLIC for the long-term or trade out of it?

As for AMAT, when the book to bill exceeds one and forward guidance is definitive on the sector rebound, I'll replace my current shares and ladder into another set of leaps. What is your expectation for AMAT prior to earnings? Thanks.
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