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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 262.31-1.2%10:18 AM EST
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To: Jacob Snyder who wrote (4965)1/16/2003 2:21:24 PM
From: Cary Salsberg  Read Replies (2) of 25522
 
OT ARMHY

In a previous post, you pointed to convergence. In that convergent environment, ARMHY competes against the other processor vendor, INTC. I think I would want my largest holding to be INTC under those circumstances, not ARMHY.

Hopefully, the volatility you also referred to will get you out at a big profit before long term issues become evident.
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