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Politics : Formerly About Applied Materials
AMAT 297.52-6.6%Feb 4 3:59 PM EST
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To: Gottfried who wrote (41280)1/4/2001 7:44:24 PM
From: michael97123  Read Replies (2) of 70976
 
I am debating on whether to renew. His large caps have been no brainer types like cisco, amat, intc etc. The smaller stocks for the most part have been abyssmal this year--bmcs nite, cdo, wcom. His timing has been mediocre and even when he turned cautious at the beginning of last year, he never issued sells and thought the downturn wouldnt be large enough to incur tax liablilities--gains in those days.
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