Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

AMAT 284.31

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Jan 5 3:59 PM EST

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To: Proud_Infidel who wrote (5180)	1/28/2003 10:45:49 AM
From: Fred Levine	of 25522

Howard Ward, Gabelli Growth (Nasdaq:GABGX - News) Although hanging on to media and tech favorites such as Clear Channel (NYSE:CCU - News), Omnicom (NYSE:OMC - News), and AOL Time Warner (NYSE:AOL - News) weighed heavily on returns in 2002, Ward hasn't changed his tune in 2003. While he concedes that recent economic data have been mixed, he's optimistic that businesses will resume spending in 2003, nudging up tech companies' profits. With technology orders picking up and tech stocks showing signs of life in recent months, Ward has ramped up the fund's exposure to cyclical holdings by picking up semiconductor stocks Applied Materials (NasdaqNM:AMAT - News), KLA-Tencor (NasdaqNM:KLAC - News), Taiwan Semiconductor (NYSE:TSM - News), and Linear Technology (NasdaqNM:LLTC - News). fred

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