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

To: jtechkid who wrote (18125)	3/24/1998 2:04:00 PM
From: Proud_Infidel	Respond to of 70976

Re:i have not heard one management say they see the bottom in site kid, C. Johnson at this time is one of the most bearish and cautios people regarding this sector. But even he agrees that a bottom should be seen by mid-summer(most recent Infrastructure) BK

To: jtechkid who wrote (18125)	3/24/1998 3:16:00 PM
From: Marc Trombella	Read Replies (1) \| Respond to of 70976

i still think its a suckers rally. pri automation i know the company well estimates this year around 50cents, If these are are sucker rallies, they sure have been treating me nice. In any case, for me its a win win situation. I have enough point gains that staying in at 33-34 is worth the risk time being. If it falls to 25, I will break about even from last month. If at 25, I will add to my positions with my 15% cash reserve. Anyhow, while you're studying International Relations, the market is as irrational as ever!