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

To: Sam Citron who wrote (9621)	10/26/1997 11:56:00 AM
From: KM	Respond to of 70976

All: If anyone has access to Street.com, Cramer has written a column today about the semi-equips (mostly AMAT). He's not too enamoured, to say the least. Once it goes into archives, I think I can re-post it here if anyone wants to see it. Bottom line, he says, the shorts on AMAT were taken out in body bags months ago. We're operating on the fundamentals now. Wants to leave the sector to those who understand bonders and steppers, etc.

To: Sam Citron who wrote (9621)	10/26/1997 9:12:00 PM
From: Steve Byers	Respond to of 70976

Sam...I agree with your post, but decided to sit out after the carnage on Friday... and if amat does fall or drift to the mid 20's... will come back in... but this time will also leave some powder for lower prices... it IS a great company... but picking the bottom with this WINNER could be hazardous... in the short run.... in the long run, amat will most assuredly fly again... the question is, do you want to hold it moving down, or sit out and come back in lower... risking a bounce??? I'm going to sit out a while... good luck..