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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (33023)	11/2/1999 1:17:00 PM
From: Kirk ©	Read Replies (1) \| Respond to of 70976

Yeah! AMAT and LRCX have been good to us. Still waiting on SFAM and UTEK. My basis is $12 for AMAT and $11 for LRCX and my weighting in this sector is huge now with the run-up since last fall so I am thinking of selling some into strength and do a bit of profit taking. There are a few other stocks that I have been watching and are more "holds" for analysts so the upside is huge in them... Today might be a good day to diversify....and still watch the majority of the position go higher, I hope. Comments? What is harder, buying when they are hitting lows or taking profits when hitting new highs? Comments?