Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 256.89

-1.2%

Dec 31 3:59 PM EST

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To: michael97123 who wrote (42107)	2/13/2001 3:42:51 PM
From: Gottfried	Read Replies (1) of 70976

Mike, I'm beginning to think I'd rather deal with a cyclic stock because I know the downturn is due to the cyclicity - not due to others eating our lunch. Believe it or not, for that reason I'm getting interested in utilities. They go against interest rates. Of course you must avoid our CA power companies. stockcharts.com Further, I now think 20% portfolio return is excellent. Gottfried

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