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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (258)	11/2/2001 1:10:38 PM
From: BWAC	Respond to of 25522

<but as of now estimates for next year are still negative numbers> You're right. ANd it may be just yet another big pump job. But you know the operating leverage KLIC has when sales exceed a certain point. A loss of a few cents could go to bonker earnings with just one or two big contracts.

To: Gottfried who wrote (258)	11/3/2001 10:32:24 PM
From: StanX Long	Read Replies (1) \| Respond to of 25522

"so I sold my whole LT position". This sounds very bearish for KLIC. Do you have similar position on other stocks, or is this due to the fact that KLIC has not dropped some 60-70% from all time highs? Thanks and good luck. Stan

To: Gottfried who wrote (258)	11/4/2001 7:40:14 PM
From: robert b furman	Respond to of 25522

Hi G, It takes a lot of nerve to do that. I admire your open mind.I hope you nail it at a much lower price. I continuously struggle with making the call you just did. One never goes broke taking a profit.There is always another opportunity out there. Don' look back it's not fair and enjoy the gain. Bob