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

To: akidron who wrote (19814)	6/1/1998 4:11:00 PM
From: Big Bucks	Read Replies (2) \| Respond to of 70976

Aki, As the PE drops below 15 I think AMAT is a buy. No doubt it may go lower, I am just following my plan layed out many months ago (but recently price revised for an entry point). Will continue to buy in $2-3 drops from here as long as the $$ holds out. If the stock drops below $22 I will be surprised but will hold some $ in reserve in that eventuality. Good hunting!! Kinda like shooting fish in a barrel, the big ones are at the bottom and harder to see. IMO the stock will track the Book to Bill from this point forward. Watch for a positive change in the B2B to determine a change in business conditions. May be many months out though. Deja Vu 1996. FWIW, I tend to be early in my buys/sells. BB