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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host -- Ignore unavailable to you. Want to Upgrade?

To: Diamond Jim who wrote (3249)	2/8/1998 11:49:00 PM
From: Charles Webster	Read Replies (2) \| Respond to of 42834

James, It may be a good time to add to your foreign holdings.

To: Diamond Jim who wrote (3249)	2/11/1998 6:25:00 PM
From: Hank Stamper	Read Replies (1) \| Respond to of 42834

James, You wrote: "What I am curious about is where to go with cash right now ? I know I can $ cost avg into the market, Vangaurd Index, SPY, but AMAT, Intel also look good right now too. In the small part I heard yesterday I didn't hear any advice on it, did hear BB thinks AMAT & KLAC going higher." I had made a decision to buy AMAT at 30 1/2 as it appeared to have momentum, the outlook looked good, and the p/e was okay at that level. However, my limit order (for a purchase at or below of 30 1/2) was one day "late" (i.e., AMAT traded at that level the previous day and hasn't hit 30 1/2 since) and the stock has steadily gone up. Now that AMAT is at 35 to 36, I'm afraid that I'd be chasing it uphill and significantly increasing my risk. I suspect Bob would not recommend buying AMAT at the current level. Do you think AMAT is presently good value at the current p/e in the upper 20's? I just don't know enough about this stock to see it as a good risk now. Regards, David Todtman