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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Sully- who wrote (58929)	8/12/2003 4:44:51 PM
From: RR	Read Replies (1) of 65232

AMAT...... that brings back memories, Tim. My big ones that made me lots of moooon-i years ago were: AMAT INTC MSFT DELL I figured that I had the whole computer just about covered that way... the wafers, the chip, the software, and the hardware. That strategy worked real well back in "those days." BTW, they start gearing up lines, that is goods news. RR

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