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

To: Kumar Nathan who wrote (13955)	12/30/1997 7:37:00 PM
From: J. David	Read Replies (2) \| Respond to of 70976

Did anyone see John Bollinger on CNBC this afternoon? I heard that he made some very positive comments on the semi equipment sector for '98. I believe he was interviewed by Ron Insana. Apparently John said that the equipment stocks are so cheap now that they are "relatively free." I'd appreciate any additional information as John's record for stock picking is quite strong.

To: Kumar Nathan who wrote (13955)	12/31/1997 12:43:00 AM
From: BOGEY MAN	Read Replies (2) \| Respond to of 70976

Kumar - thanks for the info - am very long amat - stock and leaps - and looking to buy more leaps shortly once i get out of the margin squeeze. to all: OFF TOPIC - am looking to go to a discount broker and would apprecitate your thoughts on who to use - had over 100 option transactions last year which i made good money on but the broker took over 10K - also have a nice size portfolio of stocks but am more of a long term holder and don't churn this part of my account - only had 5 sells and 5 buys during the year TIA bogeyman also thanks tito for the info on leaps

To: Kumar Nathan who wrote (13955)	12/31/1997 11:59:00 AM
From: davesd	Read Replies (3) \| Respond to of 70976

Kumar.....I checked with my sources and heard similar things.....they have had pushouts this quarter (6 months or more), but they have enough flex in the backlog to make up for most of the pushouts. However, from what I understand, AMAT is starting to dig in it's heels for a couple of slow quaters in 1998. AMAT may meet this quarters earnings, but I strongly suspect that we will here cautious words for the next two quarters. And if history repeats itself....in 1996 AMAT stock started correcting before the industry admitted that we were headed for a slowdown. However, once AMAT admitted it...the stock fell to it's lowest for the period. Question is......we have already corrected alot, but AMAT is still sticking with the story that all is well...will we see more downside if AMAT announces that the next couple quarters look weak?? dave