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Politics : Formerly About Applied Materials
AMAT 259.08-4.1%3:59 PM EST

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To: Cary Salsberg who wrote (61750)3/8/2002 11:26:47 AM
From: Berk  Read Replies (2) of 70976
 
OT
Markets are made of opinions, you have yours and I have mine and admittedly I could be wrong. I respect yours in the area of semi equipment and semi's enormously. My opinion is based upon a business career (35 years) divided between two areas: technology and investing/trading. In technology it is between mainframe processors and storage. In the latter I have competed against EMC for three years. The best technology doesn't always win in the market.
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