Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Jacob Snyder who wrote (10358)	11/4/1997 3:34:00 PM
From: Tito L. Nisperos Jr.	Read Replies (2) \| Respond to of 70976

Jacob, as of now my money is 99% invested in AMAT. I sometimes pick-up a little of INTC, AMD and LSI in the SEMIs and KLAC, LRCX and NVLS in the sector where AMAT is. I concentrate in just 1 stock raising Cash from time to time to take advantage of opportunities.

To: Jacob Snyder who wrote (10358)	11/4/1997 5:53:00 PM
From: Paul V.	Read Replies (1) \| Respond to of 70976

Jacob, I agree with you except with one exception. I margined amat at $13.5 post split. So if you margined at the low end of the down turn it was a positive. Yes, I have come close to a margin call but never had a call. "Knock on wood." It takes a tremendeous amount of time to track and get into good stocks at their lows. I have learned to never margin a stock unless it is an excellent company and unless is down more than 50%. IMO, I would NEVER margin in a stock in its upward movement--the downside/upside risk to me would be just to great. The margin has worked out for me so far. I do not mind paying 7.25% on margin if I get 150+% return on my investment--plus the interest according to my CPA is tax deductible. My decision now is how long I hold before I sell. I have gone beyond 12 months so I am in the 28% tax rate for capitol and if I wait for April 8, 1998 I will be at the 20% tax rate. With the President/Congressional Election year cycle beginning in 1998-2000 the politicians IMO will prime the pump and increase the economy. Just my thoughts, Paul V.