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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Tony D. who wrote (5598)	5/28/1998 10:58:00 PM
From: Sampat Saraf	Read Replies (1) \| Respond to of 10921

As far as I know, there are no other likes of AMAT! NVLS is the only real close competitor of AMAT. Are you envisioning a merger between NVLS and AMAT?

To: Tony D. who wrote (5598)	5/29/1998 3:28:00 AM
From: shane forbes	Read Replies (1) \| Respond to of 10921

Re: You mentioned that you felt fair value for AMAT was around 32 although it might go lower. Your fear was that better to average in rather than miss the eventual runup. Tony, I think I said earlier that the (very wide) averaging in-range for AMAT was 18-32 - so no harm putting a bit in at 32. Certainly did not mean to imply that 32 is the bottom. 24-26 would be a nice price today! Still too many months left to go for potential stock ugliness and I suspect the support at 32 will eventually erode. Again when it comes to s/t moves - pay no attention to my advice - I pay no heed to my s/t advice as well. Shane.