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Strategies & Market Trends : Roger's 1997 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: stockvalinvestor who wrote (7018)	11/15/1997 9:38:00 AM
From: Roger A. Babb	Respond to of 9285

Ken, I am not following AMAT but have heard others discuss it as a short. Perhaps someone else will comment.

To: stockvalinvestor who wrote (7018)	11/15/1997 10:41:00 AM
From: CalculatedRisk	Read Replies (2) \| Respond to of 9285

Kenneth, RE: AMAT. IMO, this is not a good short. AMAT reports earnings on Nov 21st, and I wouldn't be surprised if, during the conference call, they said everything is OK! Asia is a problem, but it has already been factored into the price. Most of Asia has been buying capital equipment in dollars and selling semiconductors in dollars - so this may have less of an impact then some people think. In July, someone asked about shorting AMAT at $65 (per split). AMAT ran to over $100! Hopefully, this person followed my advice: exchange2000.com I sold at $97 and am now considering a new long position. Regards, Bill