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

To: Paul V. who wrote (26721)	11/25/1998 6:22:00 PM
From: Proud_Infidel	Respond to of 70976

Paul, Re:Fundamentally, there was no reason that AMAT should have not gone lower in price than 1996 A lower interest rate environment doesn't qualify?!?!

To: Paul V. who wrote (26721)	11/25/1998 9:36:00 PM
From: John L.	Respond to of 70976

Paul your method worked very well in predicting the rise inAMAT stock absent improved business conditions. As you know I didn't think it could rise so quickly with the business enviroment so questionable. I like Katherine's statements about preserving your capital after such a good run, wish I had that to ponder now. I still believe we could see things reverse if the business conditions don't improve, although I think that there are signs of improvement that were not present when this rally began. I hope Japan can contain the Asian crisis and the worse is over, time will tell. I think Asia is the biggest risk to the eqipment industry recovery, if they don't buy for any reason the equip stocks will fall back again, probably the whole market. Good luck and keep up the good information, thanks.