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

To: Hank Stamper who wrote (3313)	2/11/1998 7:25:00 PM
From: Diamond Jim	Read Replies (1) \| Respond to of 42834

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 _ Well David, just last Sat. & Sun Bob sounded very bullish on AMAT. As you may know yesterday they announced earnings and it is just treading water. I will be interested to hear what BB has to say, I was a bit surprised in the CC but I think AMAT management is straight forward and honest(like an Intel) and you have a clear picture. I can't really see it running up when I believe the next qtr est. is .37 and they just came it at .52 I believe this co. has a great future but maybe not just yet. I did get in at 26.9375 and out at 32.5, if it comes down to where I can't resist then I'll get back in but I want to at least hear what BB says this weekend. jim