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

To: Bald Man from Mars who wrote (23370)	8/26/1998 7:02:00 PM
From: Proud_Infidel	Read Replies (2) \| Respond to of 70976

Bald Man, Re:I personally do not believe the risk/reward ratio is particularly appealing at this point This is what makes a market;-) Re:but you definitely will be better off buying in the low 20s No doubt, if it gets there. But what is going to make the large inst investors dump their shares when they haven't already done so? AMAT has already come out and said things were terrible. Layoffs, pay cuts, plant closures. The picture doesn't get much worse. My question is what will ultimately cause a 40M share day and tank the stock with some unknown? What is not in the price that will catch investors off guard at this point? My opinion is that the risk/reward is on the long side and not the short, since not only is this the worst downturn in semi history, but the company is publicly acknowledging it and is still trading near 30. BK