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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Scooter who wrote (3444)	11/13/1997 12:58:00 AM
From: Douglas V. Fant	Respond to of 10921

Scooter, I am no "pro" but AMAT failed today in its test of its recent two week low. So the stock may drift a little lower over the next four weeks in tax loss selling. So set a price 7-10% lower than today's close and try to buy a few shares.... This is the "Cadillac" of equipment companies so it's not going to go down too much more.... Sincerely, Doug F.

To: Scooter who wrote (3444)	11/13/1997 6:38:00 AM
From: LLCF	Respond to of 10921

<short here are buy????? please comment all !!!!!!> Why would anyone short it now!???? Hahahahah....are you stark raving mad? DAK

To: Scooter who wrote (3444)	11/13/1997 9:56:00 AM
From: Justa Werkenstiff	Respond to of 10921

Scooter:At $30.00 per share and with a consensus $2.13 for 1998, you currently have a forward P/E of 14x for a company growing 20% - 30% annually. Business is good. I think the cc will reflect this view. SE Asia situation overblown as far as AMAT is concerned IMHO. I view AMAT as reasonably priced and I added to my position yesterday at the close. I have a long term time horizon. Can it go lower? Sure. But the risk to me is now to the upside as I believe we are at or near the bottom of this correction. BTW, I am no expert.