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

To: Steve Rolfe who wrote (12947)	12/11/1997 1:11:00 PM
From: Sowbug	Read Replies (1) \| Respond to of 70976

<<Just stating that, IMO, the reward greatly outweighs the risk at these levels assuming you can hold the stock for a few months or more. If you are concentrating on the very short term and the SEA problems then, yes, AMAT could have another day like today. IMO, it would be short lived... But what do I know?>> You know at least as much as the rest of us, and your opinions are better expressed than most, so you're ahead of the curve. But it seems that right now, a short-term decline is more likely than a short-term gain, and any gain over the next few months would probably be gradual, so it seems more prudent to sit on the sidelines than to jump in on a day of analyst downgrades and no real news.