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Politics : Formerly About Applied Materials
AMAT 315.29-4.0%1:37 PM EST

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To: Andrew Brockway who wrote (4533)5/15/1997 4:39:00 PM
From: Teri Skogerboe   of 70976
 
Andrew, After you do some more reading, I'd love to hear your thoughts about ATML....I was lucky enough to grab some at 22-7/8, so I plan to just hold (maybe buy more)...their PE is about 12 on 1998 EPS (Darn cheap, and from what I hear their management shoots straight)...Sorry I don't know much about ANDW....Stephen Leeb (possibly questionable guy) is high on ANCR Communications???? they have been hit hard, but I haven't pursued them hard enuff (hardly any)...
Oh, Terry, that Family Portfolio of 100% AMAT must really be smiling today....your post, as always, was entertaining!...
Teri
PS Anybody know the Class Act of the big oils?
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