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Politics : Formerly About Applied Materials
AMAT 262.92+0.4%Dec 29 3:59 PM EST

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To: Gottfried who wrote (48396)6/24/2001 8:32:50 AM
From: Proud_Infidel  Read Replies (2) of 70976
 
FWIW, there is an article in the most recent edition of Forbes about a Finance professor who lives by Benjamin Graham, and loves AMAT. The jist of the article is that if Graham was alive today, he would buy technology, but selectively, and AMAT would be one of his picks. The professor is now an ex-professor who runs his own fund now and has outperformed nearly every other tech fund in '00 and the first half of '01.

BK
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