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

To: derek cao who wrote (11048)	11/14/1997 11:14:00 AM
From: Scott Brooks	Read Replies (1) \| Respond to of 70976

Derek, I have been in the margin/no-margin struggle for a few weeks now. I have thus far avoided it, always coming back to Brian's "margined at 46 (AMAT)" post from awhile back. I just can't pull the trigger on it and was starting to few like a real waffler. Thanks for the round-about support on my no-margin decision. BTW, I am stinging too from the gut wrenching drop in my delightfully undiversified portfolio of semi-equips and Manugistics. Fortunately, my finacee has taken the "I didn't really care to listen when we were up, I don't want to listen now" approach. I am sure that she is quite aware of my lack of gloating as of late. :) ESB