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Technology Stocks : Gateway (GTW) -- Ignore unavailable to you. Want to Upgrade?

To: zalesky who wrote (6375)8/2/1998 9:46:00 PM
From: DWW II  Read Replies (2) | Respond to of 8002
 
zalesky, AMAT is dead money for at least 6 months. INTC will need to show some real turnaround before you want to hold AMAT. The latest INTC rally is full of hot air. They will be back to $68 sometime before the end of the year.

But, then, you did not ask me, did you...

Get into something that does not depend on Asia so much.

Look at CMGI for the fun of it.

If you miss the first 10 bucks on AMAT, who cares. You can make a lot more money in other stocks between now and when that ten bucks materializes with other holdings.

AMAT/DEAD MONEY FOR NOW



To: zalesky who wrote (6375)8/2/1998 10:07:00 PM
From: Skeeter Bug  Read Replies (1) | Respond to of 8002
 
z, first, i don't listen to cnbs because they are full of bs. second, i see amat having negative trailing 12 month earnings in 18 months. if you think $30 is cheap for negative earnings 18 months out then you will get what you will get. i may be wrong on my outlook, but betting on an irrational market 18 months in the future is not a bet i'll take.

good luck.


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