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To: Dennis who wrote (13119)11/12/1997 10:25:00 PM
From: David M Gambs  Read Replies (1) | Respond to of 27012
 
Dennis,

One of the people I work with put in an order for amat at $29. He usually has a good nose for these things. I am now looking at taking a small margin position in amat.

Regards,
dmg

(Go INTeL® Go to $200 - [post all splits: past, present & future])



To: Dennis who wrote (13119)11/13/1997 12:12:00 AM
From: Captain Jack  Read Replies (2) | Respond to of 27012
 
DENNIS--- I like CSCO at this level but cannot keep from loading on AMAT. Completely loaded on SUNW already. Will buy AMAT Thurs open and more if it goes lower. I will sell some (just a small %) of my core INTC and CPQ to load more AMAT if it drops more. By 10am a direction should be in the market. If up,, I buy---if down hold until a couple ticks up and load is my plan. I have been wrong before and maybe on this one but the upside potential is too great to pass on. Testing the recent lows was strongly indicated this month and I want to load here. Makes for a ton of tax possibilities over the next month to two years. What a great game.

AMAT and SUNW are my only buys at this time. If it works it is a month in Europe for me, a laptop, and a sweetie, if not I'll be vacationing in the back yard cutting my grass--- then the lawn service will lay people off and that situation will snowball into a national recession--- so for the National economy AMAT will have to do well. <ggg>

JOHN