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

To: Steve Rolfe who wrote (17770)	3/17/1998 2:45:00 AM
From: William Nelson	Read Replies (1) \| Respond to of 70976

The psychology here is like a cargo cult... the planes just stopped coming and everyone is sure they will return soon. When people give up on the planes, it's time to buy. Just one viewpoint. Full disclosure: 2 weeks ago I thought it was time to buy. So don't listen to me.

To: Steve Rolfe who wrote (17770)	3/17/1998 10:20:00 AM
From: akidron	Read Replies (2) \| Respond to of 70976

steve... I thought is self evident in applied's own anouncement that year end revenues would equal or be slightly under this years, that there was no order growth... they also said that demand outside sea was slowing as a result of sea, and that there was a liquidity problem in sea. further they said that dram pricing was hurting business. as it had already been posted I saw no reason to repeat it again... If you chose to post... you have every right... if i choose not to respond that it my right too... if I feel to defend a position I will... if I think it has already been dealt with as well as i can... I've got other things to do... on the subject of where the stock is today... as I bought at 26/27 sold at 100 bought back at $ cost averaged 30 and sold at 37 I am sitting 40 odd points north from here... it feels good to me I see it like this 30 is where to start buying this stock, but I'll wait for 28... if I wait forever so be it... there are other values that are more compelling right now....