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

To: Big Bucks who wrote (23691)	8/31/1998 11:56:00 PM
From: Gottfried	Respond to of 70976

BB and ALL, do yourself a favor and read Tom Dorsey's post on the situation right now. exchange2000.com Gottfried Tom is the PnF authority and has insight.

To: Big Bucks who wrote (23691)	9/1/1998 11:25:00 AM
From: 16yearcycle	Read Replies (1) \| Respond to of 70976

BB, What about nvls and klac? nvls weathered the last downturn well, and seems to be handling this one as best as can be expected. klac at 20 should probably be grabbed although it seems it will be awhile to recovery. Aren't they closer to your ship than applied? What would your entry prices be?

To: Big Bucks who wrote (23691)	9/1/1998 4:29:00 PM
From: Paul V.	Read Replies (1) \| Respond to of 70976

Big Bucks,>I'm curious that AMAT hasn't seen 12M+ volume sell activity yet.< I was surprised that AMAT did not reverse back up DW wise today especially since INTC, CSCO and MSFT jumped as much as it did. Are we going to have a bear trap? I do not know. I am anxious to see the DW data tomorrow and DW's report Thursday to see what has happened and what the trends are indicating based on past practice. But, these ar perilous times. Just my opinions. Paul V.