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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 (3214)	10/30/1997 5:54:00 PM
From: Justa Werkenstiff	Read Replies (1) \| Respond to of 10921

Thread: Tomorrow is last day in fiscal year for many mutual funds. There will be an extra effort on the part of same to shore up their portfolios. Couple this fact with the lack of positive momentum in today's market and the probable Asian market problems overnight, this could spell a retesting of the lows tomorrow. Get those buy lists out. Make a plan and execute. Some thoughts: 1. If no cash, then look at your holdings and try to do some simultaneous trades out of your weaker holdings into a company with better prospects. If you sell low and buy low at the same time, all things being equal, you will be better off a year from now if your analysis is on target. You may even register a loss to reduce next year's tax bill.Watch the wash rule. 2. A good way to give yourself room for a bridge loan of sorts if you go to margin to buy is to tell your mutual funds, if you have any, to pay their distributions in cash at the end of the year as opposed to reinvestment. Use that expected cash to buy now. 3. Set mental limits to buy. For example, plan to establish or add to a position at, say, 10% lower than the current price and if the price should go lower by another 10%, then plan to add to that position an equal or greater amount.

To: Cary Salsberg who wrote (3214)	10/30/1997 8:26:00 PM
From: Sam Citron	Read Replies (2) \| Respond to of 10921

Cary, Threads sure quiet lately. Looks like shell shock to me. Last year's low was in a favorable market climate (though unfavorable industry cycle). Unfavorable market climate could be worse IMO. Interesting that AMAT made JV partners w/ Japanese rather then compete with them. Wonder if Papken will learn from Morgan. SC

To: Cary Salsberg who wrote (3214)	10/31/1997 8:17:00 PM
From: Steve Byers	Respond to of 10921

earnings on amat are supposed to be announced on the 20th or 21rst of nov... is that when the next conference call is scheduled, or is there one scheduled earlier??? anyone know? thanks

To: Cary Salsberg who wrote (3214)	11/16/1997 6:16:00 PM
From: molemania	Read Replies (2) \| Respond to of 10921

Cary - If, as you guess, any negatives that come out in AMAT's CC are already (for the most part) factored into the stock price, why will you wait until after the CC. Isn't the risk/reward ratio skewed towards reward? Won't you miss a big jump in share price (vs a relatively small drop in worse case scenario). I am sure you have answered this before and sorry to ask again if you have, but you have called past events very well and I just wondered what your thinking is. Thanks Dave