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

To: Tito L. Nisperos Jr. who wrote (9438)	10/24/1997 1:28:00 PM
From: Martin A. Haas, Jr.	Read Replies (2) \| Respond to of 70976

Tito, I'm buying more at 30. When the UBS analyst cited weakness of the currency of some SE Asian countries as a reason to downgrade, my question to him would be, where have you been the past two months? Correct me if I'm wrong, but hasn't there been weakness in the SE Asian markets since about late August or maybe earlier? This downgrade should have been made weeks ago and there is certainly no foresight or thought behind this recommendation. . I wish one of us would have seen this freight train coming. Marty

To: Tito L. Nisperos Jr. who wrote (9438)	10/24/1997 3:03:00 PM
From: hairuo	Read Replies (1) \| Respond to of 70976

AMAT: buy and hold. AMAT is definitely than ASND, but now is cheaper than ASND. AMAT has been traded 1/5 of its standing shares, I think most of the person who are not afraid about AMAT have gone now. It may swing a few days, then get solid in 2-3 months, then, the damned USB will upgrade it even though there are nothing change to the same company. The analysts only downgrade after some bad news, they have little knowledge of what the company is doing. The other thing, if they want to buy, they downgrade, if they want to sell, they upgrade.