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

To: Jacob Snyder who wrote (64111)	5/30/2002 7:21:39 PM
From: advocatedevil	Read Replies (1) \| Respond to of 70976

Jacob, I guess it depends on just how quickly we see your $27.50 price tag. If she pops over the short-term, I'd probably bail, book the win and look to buy it back again. I'm not expecting that to happen however. Even if we exclude the war possibilities, we've got the Intel update coming (next week?) which could open some eyes, and then there's the next BTB that might come in a bit weaker than expected this time around (IMO). Who knows, we might just get that $19 - $20 range that Goldman Sachs mentioned last week sooner than later. Still, I think it's going to be a struggle to break the Sept. lows that Ork is looking for. AdvocateDevil