Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: James Wamsley who wrote (23406)	5/17/2000 11:49:00 AM
From: Apollo	Read Replies (2) of 54805

James: My best pick for next 12 months: AMAT Although not a G&K company, my pick is based on the projected growth in semiconductor mfg. and AMAT's underevaluation (YPEG ratio of .36). Thanx for taking the time to participate in the G&K Thread Portfolio Survey this past month. Can you take a few minutes to give the thread 3 or 4 paragraphs on AMAT? There has been little or no discussion on this Semiconductor Equipment Market Leader. Yet it has been riding high since early in '99. Teach us about this company, and why its prospects are so good for the next year or more. Is AMAT a King or a Gorilla, and why? Apollo

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