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

To: Jan Crawley who wrote (24531)	9/22/1998 7:39:00 PM
From: john dodson	Read Replies (1) \| Respond to of 70976

Re: less tax selling this year than last year. This is factoring into my decision to initiate an AMAT position. We probably will have some tax selling even in AMAT. It'll probably be the worst starting in mid-November all the way to year end. So that means buy AMAT in late December? What does everyone else think the best time to buy AMAT is, if you want to take a position by year end? My fear is that we go on some kind of runup before tax selling gets to be an issue. We could easily move back up to the the $30-$35 range by year end. Decisions, decisions. -John Dodson