Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 228.68

-2.7%

Nov 11 3:59 PM EST

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To: michael97123 who wrote (66243)	9/25/2002 12:06:33 PM
From: Gottfried	Read Replies (1) of 70976

Mike, asset allocation: just beware of a 'one size fits all' mentality. Specifically, you have suffered through most of the semi equipment trough. Don't let the gains to come slip away in a quest for safety. Diversify after the cycle peaks. Easier said than done. Gottfried

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