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

To: Ian@SI who wrote (25507)	10/20/1998 12:12:00 PM
From: Justa Werkenstiff	Read Replies (2) \| Respond to of 70976

Hey, Ian. Get with the program. Low bookings mean push outs to another quarter where the orders will flow like a title wave. The market is discounting a tidal wave of orders. LOL. I hope bookings go to zero. I will be worth millions then by going long on bankruptcy. LOL. This is a BUYING PANIC. As I said, this rally would leave people grasping for air in this sector and shorters would be CRUSHED. Sold chunk of NVLS long position at $37 and bagged some profits. Was by far my largest holding in this sector.