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

To: Big Bucks who wrote (20110)	6/10/1998 10:28:00 PM
From: Debt Free	Read Replies (1) \| Respond to of 70976

Big Bucks, You say maybe the bottom in 2 - 4 months. Is this based on the assumption that there is not any significant change in the price (26 - 30) of AMAT between now and then? What if the price slides in the low twenties in the next few weeks. Would you jump in for a trade or just wait for conditions to improve?

To: Big Bucks who wrote (20110)	6/11/1998 1:08:00 AM
From: akidron	Respond to of 70976

buxxx u know I agree... so i'll save it... except to say that I think it will go like this... HK and china devalue to protect exports, japan is then up sh*t creek wo a paddle as they are trying to export themselves oout of reccession themselves... the banks in Japan start screaming... the government props them up, but credit disappears... South Korea, Singapore, Malaysia start to feel it and bang, companies are merged and workers laid off to rationalize... In the end we get strength... but we get pain first... again I say nothing has happened yet... buy on a 400 point day... KLAC, AMAT, SLB, Boeing, whatever gets cheapest...