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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Cary Salsberg who wrote (3006)	10/24/1997 4:53:00 PM
From: dr_elis	Read Replies (1) \| Respond to of 10921

Ok, we sit on our hands and wait. Most likely its the best we can do, unless someone wants to go relatively high risks. Michael

To: Cary Salsberg who wrote (3006)	10/24/1997 7:19:00 PM
From: w0z	Respond to of 10921

Cary, I bought most of my current holdings of AMAT and NVLS well before AMAT's CC last Fall. It just seems like these stocks are so oversold that I can't miss an opportunity to at least nibble. I already hold quite a bit of common of both, so I took the chicken way out and bought 10 each January 1999 LEAP's for AMAT @ $30 for $11. If I'm wrong, I'm just out $11K. If I'm right, and AMAT goes back above $50 by then, I'll probably just exercise the options rather than selling them. Based on what happens next week and after AMAT reports, I may add more in the future.