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

To: Gottfried who wrote (19895)	6/4/1998 11:03:00 AM
From: Proud_Infidel	Read Replies (2) \| Respond to of 70976

GM, Contrary to popular thought on this thread, I am by no means bullish on AMAT s/t. There is much pain to be had yet, esp in the Nifty-Fifty stocks; sadly, AMAT will suffer further still if there is a steep correction in the overall market. I never argued this point. I am simply saying that we are near a bottom with the SOX at a multi-year low and 300mm, Cu etc. only 1 1/2 years away. At some point funds will be buyers, as difficult as that is to believe now<GGG>. BK

To: Gottfried who wrote (19895)	6/4/1998 4:33:00 PM
From: Iceberg	Respond to of 70976

>there must be successful traders somewhere >Trying to convert people is fruitless. Gottfried, I take it you've tried. <G> Ice

To: Gottfried who wrote (19895)	6/4/1998 7:06:00 PM
From: H James Morris	Respond to of 70976

Brian, you wrote Somewhere is Csco, Dell,Amzn and of course Aol. With the exception of Csco, all the other CEO/CFO's proclaim they are bullet proof. I currently have no position in Amat, long or short, but I love this company. Maybe its because it allowed me the opportunity to not have to work. Regardless of what has happened, to its stock price, Amat is a keeper, even if it gets to $10ps. The reason you never have to worry long term is that, Morgan runs a great ship and treats it like his own children. He will always be honest with the Street and they will reward him, albeit longer than you'd like. Amats a winner, make no mistake about it!! Now Aol, Yhoo, Amzn,Ktel, etc,etc, thats a different matter!