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Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic -- Ignore unavailable to you. Want to Upgrade?

To: Mitchel S. Untracht who wrote (13132)	11/12/1997 11:29:00 PM
From: David M Gambs	Respond to of 27012

Mitch, I have done due diligence on amat. I have spent about three months researching, analyzing and watching. When my co-worker made the plung, that merely put another data point on the graph. He is like me, does a lot of research on the company, knows the market better than I and has an instinct that is uncanny. As to using margin for this, it should not be a problem as I currently have 0% of my margin being used. I could go several thousand shares and the stock drop 50% as well as other components of my account dropping 30% and be no where close to a margin call. I haven't posted on the board for a while due to other commitments and I do not recall your name from my prior time watching the board so you probably did not have the background to know that I am very cautious in my investments. I will spend months looking into a company. If it passes muster, I try to pick a lower entry point, get in and hold. I will do options & LEAPS as well but still in a well researched manner. AMAT will start selling large amounts of equipment to companies like INTeL® within the next 6 months (IMHO). It may go sideways for a while but should start going up shortly (unless the entire market keeps going down). Remember, INTeL® has three or four FABs being built and equiped right now. With the DEC deal, they pick up a mostly empty FAB that will have to be equiped. AMAT will be supplying much of the equipment. The market is about many things. I look at the stock price going forward - not backward - and I see good things for amat. Nothing personal taken. Just explaining my position a little better. Regards, dmg (Go INTeL® Go to $200 - [post all splits: past, present & future])