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

To: geof who wrote (33069)	11/6/1999 12:16:00 PM
From: MasonS	Read Replies (1) \| Respond to of 70976

I intend to continue to hold this stock in my LT portfolio...the fundamentals are strong the stock continues to move up...I see no valid reason to sell. In fact Jubak has AMAT as a buy right now going forward...in his Future Fantastic 50. Other opinions would be welcome. Mason

To: geof who wrote (33069)	11/6/1999 1:24:00 PM
From: Donald B. Fuller	Read Replies (1) \| Respond to of 70976

>>I was burnt in 97>> I bought my opening AMAT position very near the high in 1995, so temporarily felt the same way. Then I bought virtually every dip between 1995-1998 and now have a nice quintuple in what has become my largest holding. Only short term traders stand any risk of getting "burnt" by AMAT IMO. I'll continue to buy any major AMAT dip. The Asia meltdown was great. If you buy the dips of a company with a long term 20%/yr rising trend line and have a strong stomach, how can you lose? FWIW, I think it still has a ways to run on this cycle. The price per share of AMAT relative to the last quarter's earnings is still cheap by comparison to many other tech companies.

To: geof who wrote (33069)	11/7/1999 9:20:00 AM
From: Robert Krauss	Respond to of 70976

Yes I am interested in a discussion of exit strategy. Will AMAT announce the split? I think probably so. What is the concensus of the thread regarding holding the stock straight through the split, as opposed to selling pre-split and getting back in. The latter is what we have typically done over the years. Lynnie K