Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 314.42

-4.3%

2:28 PM EST

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To: Alan Siegal who wrote (4558)	5/16/1997 4:36:00 PM
From: Proud_Infidel	of 70976

Thanks for the input. How are you handling it? Alan, Last summer I was holding alot of MSFT, which I thought was overvalued at the time(it doubled since I sold) and sold my position to take a large stake in AMAT@ 25 & 28 and LRCX @ 23 & 24. I had an idea that LRCX would rally well after AMAT so am not surprised it has been languishing where it currently is. There is little good news yet in relation to the equip group. AMAT seems to be doing excessively well in this downturn. I can't imagine what they're earning three years out w/ 300mm, .25 mu, etc. I have these two as 86% of my portfolio. I'm not one for diversifying. I took my position last year and will add to it during pullbacks, but at this point I would probably only add LRCX. regards, brian K

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