Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 252.25

+0.9%

Nov 28 9:30 AM EST

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To: John Trader who wrote (46062)	5/1/2001 6:01:39 PM
From: Proud_Infidel	Read Replies (1) of 70976

Maybe it's not so Bullish after all: The fund is Icon Information Technology (ICTEX), and what its manager knows about technology is almost nothing. “We’re not stock pickers,” says Craig Callahan, who runs all nine funds bearing the Icon name -- a name chosen when they began in 1996, he says, because of its point-and-click modernity. Rather, Callahan is an ex-college professor with a mathematical formula intended to nail down tangible value in the stock market But then again, how can I argue with his logic:-) The No. 1 bargain: Callahan’s stock-picking computer has identified Applied Materials (AMAT, news, msgs) as the No. 1 bargain in the sector, making it the fund’s biggest holding, with 6.2% of assets. The Asia-dependent manufacturer (60% of sales) is trading around 20 times last year’s earnings, despite a five-year profit-growth rate of 21%.

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