Formerly About Applied Materials Message Board

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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: Teri Skogerboe who wrote (4857)	5/26/1997 11:05:00 PM
From: EACarl	of 70976

RE <<<I recently shifted more money into AMAT from NVLS....>>>>> Hi Teri, I know you are one of the frequent posters here, I read them all the time. As you may know I also am long AMAT and NVLS, but I was considering going the other way. That is, shifting more from AMAT to NVLS. Both are great companies but with all the patent garbage resolved, and any of the statistical valuations making NVLS look much cheaper, and knowing that they will both benifit greatly in the coming up-cycle, I was wondering what your reasoning is to do that? This is not a criticism, I am just open for other opinions. Is it that you feel safer with the "big boy" of the group, or perhaps the recent technical strengh of AMAT? Thanks, Eric PS. also, GO SVGI and EGLS!!

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