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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 (4335)5/8/1997 5:19:00 PM
From: Martin A. Haas, Jr.   of 70976
 
Gotfried and Tito, got out of AMAT earlier this week, got back in today and ready to ride it up to 70.000 after the earnings anouncement next Tuesday. Should I bet the ranch on AMAT, or should I venture into other cos. in the semi equipment sector. I also own BRKS, but am looking at SFAM, KLIC and SVGI. Also, have you guys looked at XLNX lately.

Next Wednesday should be great. And BTW, I enjoy reading what you guys have to say.

Good luck,
Marty
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