Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 249.89

+3.1%

Nov 26 3:59 PM EST

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To: Gottfried who wrote (31016)	6/15/1999 12:34:00 AM
From: Paul V.	Read Replies (3) of 70976

Gottfried,These are companies like Cisco (CSCO: news, msgs) and Lucent (LU: news, msgs), Intel, Microsoft (MSFT: news, msgs), Oracle (ORCL: news, msgs), Applied Materials (AMAT: news, msgs). Really big strong companies. But it's not their bigness that got them there, it's their dominance of a business that got us excited about the companies. In other words, they are Gorilla's like we have been talking about. The only one I question is Oracle. All the others,IMO, would be a safe play for investing in the internet stocks. Do you are any other threaders, have any thoughts regarding QWST? It dropped $10 today with the announcement of buying US West and another company. Paul

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