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

To: Andy Yamaguchi who wrote (28181)	2/12/1999 4:45:00 PM
From: John Koligman	Respond to of 70976

Based on AMAT's performance today in comparison to what the NASDAQ did, it is hard to disagree with you... John

To: Andy Yamaguchi who wrote (28181)	2/12/1999 4:45:00 PM
From: Proud_Infidel	Read Replies (3) \| Respond to of 70976

Thomas Kurlak: according to CNBC, Merrill Lynch's highly influential semiconductor analyst Thomas Kurlak has resigned from the Wall Street firm to join the Tiger Management hedge fund run by Julian Robertson Jr...... Anyone know if you can short a hedge fund?<GGG>

To: Andy Yamaguchi who wrote (28181)	2/14/1999 2:17:00 PM
From: Susan S.	Read Replies (1) \| Respond to of 70976

I've been a frequent daytrader of AMAT over the past 18 months and must say the last three or four weeks have been just outstanding--a daytrader's dream stock. On Friday, as I was watching the time and sales go by on Comstock, I saw multiple large block buys hit the screen whenever the price was around 65. I saw some 25K's, a 50K, even a 95K buy. It reminded me of the buying pattern a week ago Friday ago when I saw very aggressive buying (100K blocks) when AMAT dipped to 57 and below. As we all know, the following Monday AMAT went over 67. I presume these buys are the big guys telling us they're expecting good news on Tuesday with further upward price movement. Let's hope so! Regards, Susan