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

To: Paul V. who wrote (48926)	7/9/2001 6:45:26 PM
From: Cary Salsberg	Read Replies (1) \| Respond to of 70976

In 1996, I did not reach the third of my 3 tier prices and had cash when the move up started in November. I made some purchases on that November day, but I still had cash left. In 1998, I was fully invested and watched my portfolio value reach 75% of my investment before it started up. I have never bought all the AMAT and NVLS that I planned to. I was fortunate in being able to move that money into LRCX and ASYT which did very well from '98 to '00.