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

To: akidron who wrote (19886)	6/4/1998 2:27:00 PM
From: Jacob Snyder	Read Replies (4) \| Respond to of 70976

aki: are you and I the only (short-term) bears left? I define "short-term bear" as someone who intends to go long this year (and then hold for several years) but who currently owns no semi-equips. We're getting thin on the ground, as the stock sinks and sinks and sinks and.......BB has started buying, jtechkid is bullish (31 today?), it's getting lonely........I bought a bunch of INTC this morning at 67 1/8, have no cash left, but will switch it to AMAT/NVLS/KLAC when AMAT is below P/S=2 and has a double bottom. It's getting harder to be patient. Tell us when you buy. I want to be the last one in.