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

To: Ramsey Su who wrote (23197)	8/26/1998 1:18:00 PM
From: Teri Skogerboe	Read Replies (1) \| Respond to of 70976

Ramsey, OT/OT Late reply, but I enjoyed your words of wisdom on HWP. FWIW, I'm with you hard core bears about waiting for ~ 23 or capitulation, whichever occurs first. And this is said knowing that today's market is much higher than the '96 market. There are ~ 10,000 stocks (a WAG, I know there's a ton) out there, many of which represent better value to me. Bearishly yours, but starting to search for good things in this sector, Teri PS. Even been buying the ones that have been harder hit, which is everybody. But I really think it's still early ...the thing is it's dark out there and the valuations reflect that darkness in almost all but AMAT.