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To: Philip W. Dunton, Jr who wrote (1881)9/28/1999 2:26:00 PM
From: Ian@SI  Read Replies (2) | Respond to of 3661
 
Phil,

I had no intention of selling at 15, 14 or 13. I certainly won't sell at 12 or lower.

Nor do I intend to sell during 1999 nor 2000 and probably not during 2001.

Re Taiwan: AMAT's CFO during the AKT takeover conference call this morning said that the Service business is going gangbusters; they have about 75 - 100 field personnel fixing their equipment; and that to date no orders have been cancelled, deferred or otherwise delayed nor does he expect to see any such changes.

Unless one is planning on selling within the next hour or two, why worry?

FWIW,
Ian.



To: Philip W. Dunton, Jr who wrote (1881)9/28/1999 2:31:00 PM
From: Cub Fan Dan  Read Replies (1) | Respond to of 3661
 
Well Phillip, I just bought some at 11.75 and have another order in for 11 just in case it should dip that low, which I doubt. There isn't "blood in the streets" yet but I'm ready if there should be. Looks like a buying opportunity to me in quite a few techs. Missed a chance for JDSU a few days ago at 106. Keeping most of my powder dry at this time.
Dan