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Politics : Formerly About Applied Materials
AMAT 292.20-1.2%3:59 PM EST

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To: orkrious who wrote (50047)8/1/2001 7:35:28 PM
From: Joseph Beltran  Read Replies (1) of 70976
 
Jay,

I understand what you are saying and I certainly don't blame you for passing on AMAT at these prices. I bought last year about 2 points off the low and still holding.
check out ACTM in the ems sector. they released earnings today and had a conference call. you may find it interesting. I am long. very long in it.

regards.
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