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

To: Ramsey Su who wrote (20600)	6/19/1998 2:22:00 PM
From: Paul V.	Read Replies (2) \| Respond to of 70976

Ramsey,>AMAT is going to be one fantastic buy one day. The question is which day. I guess if you already hold a position for long term purposes, what it goes down to in the mean time really doesn't matter.< You are right with a $27 + today just think what Lester E's cost basis is now. Bet it is $3-4 of lower on a split adjusted basis. When AMAT hit $100 in the next 16-18 months he sure will not have to worry about working only worry about giving it away so Uncle Sam won't get it all<G> Just my opinion. Paul v.