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

To: jtechkid who wrote (20285)	6/12/1998 4:10:00 PM
From: Jacob Snyder	Respond to of 70976

AREYOUSURE?ITHOGHTWEEWERESUPPPOSEDTOBEholfingoff? ISTHISINSIDEINFOFROMTHEGUYSINTHEKNOW? Ithinki'lljustkeepholfingoffit'skindoffunalthoughi'mgettingabitsore

To: jtechkid who wrote (20285)	6/12/1998 4:19:00 PM
From: robbie	Respond to of 70976

Margin Bought - - 1000.00 0.00 AMAT/APPLIED MATERIALS INC 26 1/2 DAY 06/12/98 COG 0948 Fully Executed Right there with you kid. 1st batch successfully taken out by dry powder.

To: jtechkid who wrote (20285)	6/12/1998 4:25:00 PM
From: Hawk	Read Replies (1) \| Respond to of 70976

I also went with you, bought 1000 @ 26 3/8 Short term who knows, long term winner. H

To: jtechkid who wrote (20285)	6/12/1998 4:26:00 PM
From: Katherine Derbyshire	Read Replies (1) \| Respond to of 70976

You've been bullish all week and I really don't understand why. I have seen no indication that the semi equipment customers are starting to buy. Just the opposite, in fact, and the macroeconomics are getting worse every day. Sure, this is a pretty good time for a long term investor to put some money in, but things will get worse before they get better. Remember, even if the B2B levels off at .8 or so, that still indicates a shrinking market. Even if you're right, and July is the bottom, August B2B numbers won't be out until mid-September. Plenty of time to sit on the sidelines and watch the blood flow. Katherine

To: jtechkid who wrote (20285)	6/12/1998 4:28:00 PM
From: Joe Sabatini	Respond to of 70976

jtech: You've been a bear for as long as I've been seeing your posts on SI. What makes you think that AMAT has bottomed? This Asian crisis is just going to get worse next week...maybe a lot worse, and Applied has their butt exposed to the carnage in a big way. Joe S.