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

To: Ramsey Su who wrote (24375)	9/17/1998 11:48:00 AM
From: Joseph J. Clark	Respond to of 70976

I'm happy to see we're holding up here. If we were above 26, I'd really be heartened. However, I wonder is it the right time to purchase AMAT? It tends to firm prior to earnings...is this happening now? There is NO WAY one can be a value investor and hold the CANSLIM philosophy in mind at the same time. On one hand the market is telling me "now is not the time", on the other hand, I think the risk/reward here (for long termers) make this sector a strong buy. Watching AMAT leaps here still (Jan 2001 30's & 40's); just want to time the damned thing right. FWIW, I did buy some KLAC last week at 22ish. Couldn't help myself...