Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 301.11

+6.9%

Jan 9 9:30 AM EST

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To: daryll40 who wrote (56465)	11/28/2001 5:59:32 PM
From: Gottfried	of 70976

daryll, OT but contains an AMAT reference Forbes asked a bunch of pro investors to pick one stock only to be long or short for 2002. One guy picked Enron long, another chose AMAT short. Here's the list, but it reads better on the web site forbes.com I hope the ENE and AMAT guys are not representative of the whole bunch. Name/affiliation Stock Price Buzz Richard E. Cripps/Legg Mason Computer Sciences $33.94 higher government tech spending Anna Dopkin/T. Rowe Price Safeco 31.28 new management David Elias/Elias Asset Mgmt J.P. Morgan Chase 36.34 cheap at 11 times 2002 estimated EPS Kurt Von Emster/MPM Capital Regeneron 22.09 obesity drug in phase-3 trials Jean-Marie Eveillard/First Eagle SoGen Funds Security Capital 18.67 market shift into real estate Grace Keeney Fey/Frontier Capital Mgmt General Mills 47.00 predictable & sustainable profits Sandi Gleason/Kayne Anderson Rudnick Syncor International 29.59 recession-proof growth Subodh Kumar/CIBC World Markets Intel 25.94 new products & aggressive pricing Michael J. Mauboussin/Credit Suisse First Boston Enron 11.99 market overreaction; Dynergy deal Wendy Trevisani/Thornburg Investment Mgmt E-Trade 6.79 growing bank & mortgage business Byron R. Wien/Morgan Stanley Dean Witter Oracle 14.17 long-term winner in tech Thyra Zerhusen/ABN AMRO Funds Unisys 9.35 services account for 70% of sales SHORT-SELLERS Timothy Ghriskey/Ghriskey Capital Partners Nestlé 53.02 P/E well above 9-year average William Seale/ProFund Advisors Carnival 22.65 decline in travel & high overhead Cengiz Searfoss/West Broadway Partners Eastman Kodak 26.80 heavy debt & digital competition Martin Weiner/Comstock Funds Applied Materials 36.99 reduced spending in chip industry Stephen Worthington/Barbary Coast Capital Mgmt PacifiCare Health System 18.26 razor-thin margins, dying business Prices as of Nov. 1. Sources: Market Guide and FT Interactive Data via FactSet Research Systems.

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