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

To: Tito L. Nisperos Jr. who wrote (33180)	11/15/1999 10:21:00 PM
From: Paul V.	Respond to of 70976

Tito, I sold AMAT earlier this time taking the dollars I made off AMAT and purchased additional shares of LU, CSCO and EMC on the price spread between them and AMAT. If and when AMAT recycles down, from past experience and after a 2 X 1 split, I will rebuy AMAT. Did we start getting a start on a downward recycle today. As you say, know one knows. All we do know is the SEMI's are possibly in the over sold range now since last weeks numbers. Just my opinions. Paul