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

To: Gottfried who wrote (23901)	9/7/1998 4:47:00 AM
From: Skeeter Bug	Read Replies (1) \| Respond to of 70976

gm, how undervalued were japanese stocks when the nikkei was 20k given their 1.5% interest rates using greenspan/yardeni's valuation model? tia...

To: Gottfried who wrote (23901)	9/7/1998 2:50:00 PM
From: Justa Werkenstiff	Read Replies (1) \| Respond to of 70976

GM: All I can say is that after exiting my long trading position with AMAT at $32 and then shorting AMAT around $37 and riding it down for a few points, last week I went long AMAT again at $24 and change. I might be holding these shares for the next cycle. Now if only my other stock trades/investments were so profitable <GG>. I do not view AMAT's recent price decline as anything much more than AMAT's price falling along with the rest of the market.