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

To: KS who wrote (10905)	11/12/1997 11:52:00 PM
From: Amir Desai	Respond to of 70976

Hang Seng up 221 points now and Nikkei up almost 60 points. I hope the momentum in asia markets keeps up until they close. On another note, Hitachi fab cancellation and Korean reduction in YOY semi cap spending is VERY BAD news. I believe this could be the kind of asian slowdown confirmation people were waiting to sell on. I hope you boys kept some cash reserves. People buying AMAT in the $20's will be making the big money next year. I will triple my position if we go into the lows 20's. That's all my money, credit line, and margin I can muster.