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Politics : Formerly About Applied Materials
AMAT 322.36+1.1%3:59 PM EST

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To: robert b furman who wrote (42251)2/15/2001 4:44:44 PM
From: John Trader  Read Replies (2) of 70976
 
Bob, I did not sell any, probably should have. Looks like with the Dell and NT news will probably bring the market down tomorrow. If AMAT does go higher somehow, I will be looking to lighten up close to the recent peak of about 53. I also think I am going to pick up another semi-equip stock on weakness. I was thinking of LRCX. I wonder which ones you like?

John
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