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

To: gambler2 who wrote (13766)12/22/1997 11:46:00 AM
From: Steve Robinett  Read Replies (1) | Respond to of 70976
 
Gambler, too: Though I did a short-term AMAT play ahead of earnings (calls), I generally consider it a longer-term play on fundamentals and value. Plus or minus a few points is just noise, though if they pounded it down to the mid-20's again, I'd probably buy some more.
Best,
Steve



To: gambler2 who wrote (13766)12/22/1997 12:54:00 PM
From: John Chen  Read Replies (1) | Respond to of 70976
 
Gambler2, I saw your 'INTC/post' refering a RUMOR. This makes me
concern of AMAT's short term value. Normally, those kind of rumor
prelude some downside because someone want to get out of it before
that hit.

I can't see 'INTC-AMAT' relationship, unless INTC thinks they can
have better return on its cash by buying AMAT. Certainly not from
'business-relationship'.


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