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

To: james paterson who wrote (27192)	12/15/1998 9:33:00 PM
From: Proud_Infidel	Read Replies (2) \| Respond to of 70976

I think the question of when needs to be asked. If we pass it tomorrow, maybe. If we pass it 2-3 months from now, is that too a bubble? KIM that much may be revealed in the Feb CC to make present data meaningless in terms of valuation. BK

To: james paterson who wrote (27192)	12/15/1998 9:52:00 PM
From: Fred Levine	Read Replies (2) \| Respond to of 70976

I have posted this before, (especially when Tito was exhuberant) but as one who has invested for over 40 yrs, I learned that I was correct 50 % when I tried to time the market. Who could predict that Clinton would be caught with his pants down? My broker was correct all the time. I have held AMAT (along with others) for several years now and have profited handsomely. Look at the 5 yr graph. Also, give away 1% for buy-sell commissions and it will be over $1500 per month in lost income after 40 yrs. Not counting the taxes lost. Sell when you have a compelling reason or alternative. e.g., taking a damn good vacation and improving life! fred