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

To: Big Bucks who wrote (25542)	10/20/1998 8:08:00 PM
From: 16yearcycle	Read Replies (1) \| Respond to of 70976

BB, The price is too high, fundamentally. Therefore, I can wait it out and get my price, right? Maybe not, since we now have the threat that equipment orders will turn up, even though they shouldn't. I didn't perceive this as a problem until samsung's move; I saw no threat of a surprise increase in orders. Now I see it as possible and must factor that possibility in. Therefore, I will now see some sense in buying a little higher than before, perhaps 24-27 in amat's case, so as to not miss the train. However, I freely admit to looking to guidance from posters whom I think are more level headed than I. gene