Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 223.31

-3.2%

3:59 PM EST

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To: advocatedevil who wrote (50469)	8/13/2001 10:32:42 AM
From: Proud_Infidel	Read Replies (1) of 70976

I honestly cannot see why you are short Lam since IMHO it is one of the better values in the SCE arena, looking at many metrics. Would like to hear why though. Disclaimer: It is my 2nd largest holding, behind AMAT. BK

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