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Politics : Formerly About Applied Materials
AMAT 322.32-5.6%Jan 30 9:30 AM EST

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To: mozek who wrote (4848)5/25/1997 2:48:00 PM
From: Sonki   of 70976
 
OH No, not U on this thread ! hi mike, we should stop meeting like this. I am thinking of jumping into AMAT eventhough I feel it's overvalued right now. I sold my amat leaps right before earning runup.

Now I want to jump back in as future is looks bright but fuzzy can't figure it out. I heard Al Stein is on board at Amat and i am not sure how I feel about him, He is the ceo of VLSI Tech .... Anyway with the boom in semi and upgrades due to .3u and going to .1u who will benefit from all these equipment makers that is a big name? I am looking for a big name I don't want to research a small comapany.

Well nice to bump into you again!
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