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

To: Jeffrey D who wrote (27571)	1/6/1999 4:46:00 PM
From: 16yearcycle	Read Replies (1) \| Respond to of 70976

Jeff, I was margined 100% since 10/8, with a couple days in there where I lightened up. As equity built, I bought more. I am up more than 3x since 10/8 and up about 2.5x in 12 months. I am just taking profits and reducing margin, it has nothing to do with psft itself, which may have an incredible year when everyone realizes their numbers are better than SAP, and the y2k scare is out of the way. I haven't owned any amat since Oct as I recall. I caught the bottom, but did not hold. The money went into csco and msft,so it worked out ok. Seliing others now allows me to delay taxes 'till next April.