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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: Jacob Snyder who wrote (42487)2/22/2001 9:04:23 AM
From: Jerome   of 70976
 
Good Points,the best stock picking is 60% intuitive and 40% rational. The points about AMAT performing about equal to the NASDAQ are on the money. Posters forget that if CSCO, DELL, SUNW and and a host of others are in the toilet, AMAT will not be inflated with helium to rise above it all. This is a very broad based typhoon covering all geographies.

Jerome
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