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

To: Gottfried who wrote (44511)	3/25/2001 3:54:22 PM
From: Jerome	Respond to of 70976

It will be interesting to see what they do when it breaks out of the trading range. The idea for AMAT is for this period of time while it stays in the trading range to use the covered call premium to build cash. When it does break the trading range the investor has plenty of cash to buy back in, and go to the next higher strike. But you already knew that so its time for a Sunday beer... Jerome :)

To: Gottfried who wrote (44511)	3/25/2001 10:43:18 PM
From: Paul V.	Read Replies (3) \| Respond to of 70976

Gottfried, Have you updated your orders, shipment, BTB and price comparisons for the latest AMAT data? Please give me the sites. Do we have any ideas what to expect from AMAT's price this up cycle. Last cycle from a low in the 20's it ran up to 230. I am wondering that with the Co circuitry, 300 mm comings on line that we may have a huge third wave of AMAT. John L. stated that the .09 circuitry is being worked out in the Lab. The next few years will be explosive, IMO. Paul