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

To: Bald Man from Mars who wrote (23669)8/31/1998 3:56:00 PM
From: George Bielski  Read Replies (1) | Respond to of 70976
 
I've got my shopping list together and have been nibbling with options. But this selloff is not even in my calculations. Just have to see what develops in the next few days. I imagine that there will be quite a few margin calls coming--and more selling.



To: Bald Man from Mars who wrote (23669)8/31/1998 4:20:00 PM
From: All Mtn Ski  Read Replies (2) | Respond to of 70976
 
Book value on Applied is something like $8.83. With almost all of the other semi-equips trading under or at book value, AMAT has many more points to go. While it is #1 and institutions love it, so it may keep a premium to book, it may not be much. I'm looking for $15.

Tom


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