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

To: Duker who wrote (24384)	9/17/1998 3:56:00 PM
From: zsteve	Read Replies (1) \| Respond to of 70976

RE -- >>NationsBanc Montgomery Securities Semiconductor Analysts << anyway, they helped me make some money today. anybody here shucked in by those fools(well, actualy, they made a lot of money today, i saw large block sell @~25 1/8)?

To: Duker who wrote (24384)	9/17/1998 5:27:00 PM
From: Jacob Snyder	Read Replies (3) \| Respond to of 70976

re: [At some point, we have to be closer to the bottom...] You are probably being flip, but it's actually a very wise statement. Many of the things we discuss on this thread are unknowable and unpredictable. What will the Fed do? Will Brazil collapse? When will equip orders increase? I don't know the date or price at the bottom, but I can say with 100% certainty that, at a price of 24, AMAT is much closer to the bottom now than at 34. And it is a much less risky investment at 24 than 34. The longer the stock goes down, the more optimistic we should be, for the long-term.