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Politics : Formerly About Applied Materials
AMAT 322.32-5.6%Jan 30 9:30 AM EST

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To: michael97123 who wrote (64599)6/26/2002 5:52:04 PM
From: Berk   of 70976
 
Hasn't AMAT also out performed NVLS for several weeks now as well? I seem to recall that. Also a lot of times portfolio managers will hide money in a safe stock like AMAT since they have to maintain commitments to a particular sector and they know AMAT will be around but don't know if AMKR, etc. will. That money leaves when they feel that a turn is near (latter is a guess on my part)>
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