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

To: Taby who wrote (22329)	7/31/1998 11:57:00 AM
From: Gottfried	Read Replies (1) \| Respond to of 70976

Taby, you asked >Why nobody mentions AMAT being up over $1 in a down market?< Some investors see things others don't. Here's another example for that... " Paul Allen to Pay Record Sum For Charter Communications" By EBEN SHAPIRO Staff Reporter of THE WALL STREET JOURNAL Technology billionaire Paul Allen, in his latest move to assemble a cable empire, agreed to pay $2.5 billion in cash for Charter Communications Inc. and assume $2 billion of the cable system's debt. [snip] July: Paul Allen buys Charter Communications Inc. for $3,700 per subscriber. June: AT&T Corp. agrees to acquire Tele-Communications Inc. for $3,000 a subscriber. May: Cox Communications Inc. announces plan to buy Prime Cable's Las Vegas cable system for $3,100 per subscriber. April: Paul Allen acquires Marcus Cable Co. for $2,500 a subscriber. WSJ subscribers interactive.wsj.com GM

To: Taby who wrote (22329)	7/31/1998 12:21:00 PM
From: Teri Skogerboe	Respond to of 70976

<<off-topic completely>> The "rules": You get to mention whatever you want to mention. If you notice that something is going unsaid and you want it said, say it. why worry about the rest of that BS?

To: Taby who wrote (22329)	7/31/1998 12:24:00 PM
From: Tito L. Nisperos Jr.	Read Replies (1) \| Respond to of 70976

Taby, AMAT has a "nasty" habit of sneaking its way Up while nobody is looking:--- You said in a previous Post:--- "Last time, when AMAT moved up from mid 20's to 39, I waited for the pullback and I was left behind; I am not going to let it happen again." In 1995 and 1996 I bought the stock at 48, sold at 51, saw the stock bottom at 37, went past me to 63 and from then on I agonizingly watched the stock reach 119 3/4 then split 2 for 1... I finally bought back the stock at an average cost of 48, then saw my investment declined 77% (with all my mis-adventures in trading it frequently)... Luckily for me, my "Leaping out of the Alamo LEAPS" bailed me out of my misery in 1997... AMAT's price gyrations, some may say, defies Logic... One thing I learned is it pays handsomely to buy AMAT when the decline from its All-Time-high is 50% or more... In this case 27 is Perfect!... (although if I have the money I'd still add to what I bought today at 34)...