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

To: akidron who wrote (10553)11/8/1997 8:43:00 PM
From: davesd  Read Replies (1) | Respond to of 70976
 
Akidron, I am looking forward to your Siemans post...as far as details on my positions I don't think it's important and it dosen't provide any useful information other than braggin rights if the stock goes your way. The content of the discussion/posts on this thread are the important things, regardless what peoples positions are.

As long as you are condifent that you know what you are doing...there is no need to know the details of what other posters are doing.

Having said that I have a long/hedged position in AMAT and looking for lower price to add.

dave



To: akidron who wrote (10553)11/8/1997 8:48:00 PM
From: davesd  Read Replies (1) | Respond to of 70976
 
Akidron...Siemans is also a chip manufacture their competitors would not buy their equipment....Lets say Samsung got into the semi tool business...do you think that MU, LG semicon, TI, Hyundai, Toshiba and other DRAM manufactures would buy tools from Samsung??

dave


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