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Politics : Formerly About Applied Materials
AMAT 322.31-5.6%Jan 30 3:59 PM EST

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To: N/E PATSFAN who wrote (36817)8/16/2000 12:02:01 PM
From: pat mudge  Read Replies (1) of 70976
 
Roger was on Squawk Box this AM and recommended AMZN, COMS, CS and MSFT.

Not exactly an inspired list. He's apparently looking for value in a market where he doesn't trust the multiples.

I've heard him speak several times (usually as part of a panel) and he's definitely a glass half-empty kind of guy.

He also has his own rock band. :)

Pat
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