Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 226.05

+1.3%

Nov 14 9:30 AM EST

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To: Jacob Snyder who wrote (54715)	10/27/2001 11:30:14 AM
From: Kirk ©	Read Replies (1) of 70976

Agree on the bio comments. It's still too early to get into biotech, that sector still is mostly promise and scant profits, the current boom will go on to another bust. One way to profit is to sell them picks and shovels. The 49ers became a football team in CA but they still found Gold wirebonds in Silicon Valley. Obviously I like Agilent (used to work there when it was HP) but they have a good mix of technologies and are pretty good on a valuation basis. "Can they grow?" is the big question but they sure have a LONG history of making the World's best test instruments AND they have semiconductor and biotech divisions which helps them stay close to the action when making instruments. Kirk (beware, Long Agilent so biased) out

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