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

To: Ramsey Su who wrote (23470)	8/27/1998 3:13:00 PM
From: Bald Man from Mars	Read Replies (1) \| Respond to of 70976

<<When Japan, Korea, China, HK all sound as hopeless as Russia today, then I think it is the bottom and time to jump in.>> Which one do you like ??? The big 5 - CSCO, DELL, INTC, MSFT, WCOM ...

To: Ramsey Su who wrote (23470)	8/27/1998 6:13:00 PM
From: hdr	Read Replies (1) \| Respond to of 70976

Ramsey Su, I decided not to wait on Brian's capitulation. I covered my shorts last Friday and went long on TER this afternoon. At $11.86 bookvalue and still making money in a more diversified industry $19 and below is attractive mid to long term. A short term technical bounce may be as far as I go, but at this point the short term downside risk is tolerable compared to AMAT. Thanks to the likes of Jtech, Aki, BB and others for their bearish data over the past six months. You have helped me short with conviction to a substantial return. Jtechkid, what do think of TER now at this level, you were interested at $26. hdr