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

To: Teri Skogerboe who wrote (20605)	6/20/1998 2:39:00 AM
From: Paul V.	Read Replies (1) \| Respond to of 70976

Teri, >I end up thinking that if Asia can get its act together, it's a screaming buy. the big "if".< I agree with your assessment but always ask myself what is the downside risk for buying AMAT at these rates vrs the upside potential lost if I wait two long. That is where the wisdom of Lester E. and others who have followed AMAT longer than I have and Big Bucks, Kumar and others extremely knowledgable with AMAT comes in handy in my assessment. Keep posting. Are you about ready to jump back in? Sounds like you are getting anxious.<g> Wish I had DW Sector data going back to 1991 with the low percentiles for the SEMI. The lowest I have is 12% in 1996. We are now at 18.5%. Paul V.

To: Teri Skogerboe who wrote (20605)	6/20/1998 2:06:00 PM
From: Proud_Infidel	Read Replies (2) \| Respond to of 70976

Teri, You bring up some good points in your argument, namely, are US corps. such as GE worth more than the entire asian market (ex Japan) combined? The US has already gone through what the Japenes and many other countries need to go through- a purging of excess corporate fat in order to create lean, mean international powerhouses. We witnessed that here in the 80's when the Japanese were supposedly taking over our country. Layoffs and losses were the headlines of the day. Remeber GM lost Billions not too long ago? Seems like eons. What we have in the US is the most competitive marketplace in the world where economic Darwinism is the name of the game. The Japanese need to realize that before they can continue on their road to prosperity. There is no way around this and yet they are like ostriches with their heads in the sand. BK