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

To: akidron who wrote (21276)	7/9/1998 1:05:00 PM
From: 16yearcycle	Read Replies (1) \| Respond to of 70976

Brk a or b.. berkshire hathaway; price 78,000 per share. yahoo has a market cap that is about the same as amat's. All the net stocks have a cap of well in excess of 50 billion, so there is plenty of money that can flow out of them to cause another sector to explode. I have now convinced myself to lighten up a bit today, just a bit. Not on these. We may get a sudden crack here if your scenario pans out, which will make all our posturing on entry points the last 7 months pretty irrelevant. KLAc will blow up down to 20, and when amat breaches 25, I would expect a crash to 21-22 pretty quick. And if that happens, it will spin for awhile, so there will be no need to rush in. I will be jumping in down to my waist though.