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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?


To: Cary Salsberg who wrote (3669)12/8/1997 2:29:00 PM
From: still learning  Read Replies (1) | Respond to of 10921
 
Glad to see you back Cary. FYI, I exited NVLS today at 39, sizing down my exposure, but keeping SVGI and UTEK as my other majo positions.

Do you have any current thoughts on buy levels for AMAT. I still have a 3-5 yr horizon and am willing to wait out any short term pain, but feel very cautious right now.

OTOH, AMAT is the only "must-buy" I never bought, and am willing to consider it. What are your thoughts on the current risks to AMAT?