Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 252.25

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Nov 28 9:30 AM EST

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To: Proud_Infidel who wrote (38309)	10/16/2000 7:17:56 PM
From: Tony Viola	Read Replies (3) of 70976

Brian, >FWIW, my goal earlier this year was to diversify. But how can I diversfy into say an EMC, when there are cos. in this sector trading at a fraction of that? I have 401k money coming to me in the coming weeks that I will probably put into PRIA. Problem is that herd perception is that semis and equips are going off the cliff, while optical and storage can do no wrong/print money. The disparity in the PE and hence the value is widening every day. Not fair but it's like trying to push a rope or something. I'm just sitting waiting for the rain to stop, like they say on one thread. Tony

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