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

To: Tito L. Nisperos Jr. who wrote (11092)	11/14/1997 6:10:00 PM
From: stockvalinvestor	Respond to of 70976

Here is some information on AMAT's sales overseas: NOTE: The large percentage of sales (45%) to Asia. Three Months Ended Nine Months Ended July 27, July 28, July 27, July 28, 1997 1996 1997 1996 -------------- ------------- -------------- --------------- North America 42% 29% 39% 33% Europe 12% 9% 16% 15% Japan 18% 26% 16% 23% Korea 7% 21% 8% 15% Asia-Pacific 21% 15% 21% 14%

To: Tito L. Nisperos Jr. who wrote (11092)	11/14/1997 6:39:00 PM
From: Michael R	Read Replies (3) \| Respond to of 70976

Tito, WOW. You are right. I have some 1999's now, so to mimic the extra long option, I would sell my 1999's sometime before they expire and reinvest essentially all the proceeds in new LEAPS. Theoretically, this could be an astronomical amount of $$$ after just a few cycles. If leaps become too popular, the premium will start to grow or nobody will buy the stock.

To: Tito L. Nisperos Jr. who wrote (11092)	11/15/1997 9:14:00 PM
From: Lee Penick	Read Replies (2) \| Respond to of 70976

Tito, I am fairly new to this thread. I notice all of your posts about leaps indicate that you can sucessfully time the market with your leap purchases and sales. Using hindsite and looking at a graph, I can easily do this, but looking forward, I find it much more difficult! Have you honestly been successful doing this for several cycles? If so, shouldn't you be so wealthy you don't need to bother with SI or my questions? I wanna believe, but experience says, probably not.... Lee