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

To: Robert Einstein who wrote (14359)	1/10/1998 10:35:00 AM
From: Gottfried	Read Replies (1) \| Respond to of 70976

Robert, >Is this a good price to initiate position in AMAT for 2 to 3 yr time horizon.< Yes - but AMAT may not have hit bottom, depending on the outcome of the conference call, additional fab delays or cancellations and SEA. If you have nerves of steel and 2-3 years, a double is very likely. The trick is to recognize the top and get out near it. Study a 5 -10 year chart of AMAT. Better yet, post it by your bathroom mirror. I've been very wrong last summer, so my advice is worth about 1 ringitt.<G> But if you continue to read this thread, you'll get more qualified opinions than mine. Good luck! GM