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To: hal jordan who wrote (5613)	10/24/1997 4:54:00 PM
From: Zach E.	Read Replies (1) \| Respond to of 14162

I'll butt in and put in my $.02. Cary Salsberg on the "Buy Semi- Equips when blood is in the streets" thread is suggesting that people that aren't currently in AMAT wait until their earnings and conference call to take new positions. Cary was buying AMAT at a split-adjusted $12 just last year (as well as a bunch of other semiconductor equipment manufacturers at 0.3-0.5 of current prices), so I consider his advice to be worth listening to if nothing else. Coincidentally, I also bought AMAT at $12 back in July 96 (my first trade-pure luck), and sold for the princely sum of $16. I know a profit is a profit, but that decision doesn't look too good now, does it? <g> Zach