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Politics : Formerly About Applied Materials

AMAT 222.89

-2.5%

10:29 AM EST

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To: Gottfried who wrote (34691)	4/2/2000 3:12:00 PM
From: Fred Levine	Read Replies (1) of 70976

VOT--VOT--VOT >You said >I just don't see oil growing at near the rate as electronics< No doubt about it. But some oil service stocks were so depressed a year ago [when crude was near $10] that they have doubled or tripled since then. I think the low hanging fruit has been picked, but there is still upside.< I do own an interesting oil company, LUKOIL, which is Russian and has the largest proven reserves in the world and sells for a fraction of its Western counterparts. You may want to look at it. It's an interesting story--check the SI thread. fred

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