Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 326.08

+1.2%

9:31 AM EST

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To: Toby who wrote (8248)	9/27/1997 1:14:00 PM
From: roly	of 70976

Toby, You are obviously an IBM guy and I respect your opinion towards IBM. I started investing only 3 years ago and have with about 30K and have managed to make it grow to about 200K without IBM. I'm glad I didn't put my money on IBM with a 3% growth as indicated. I'm protecting my investment which is AMAT. My claim way the copper issue was too much hype. My concern is people will think this is the next "big Thing" and now they will hold any investment in AMAT or similar companies and wait for this copper deal. My point is, concepts and patents are great. But..., there is a big difference between conceptual ideas and putting this into a product that will be produce in volume and economically. I have nothing against IBM, it seems to me that you are indicating they are the technology guru and everything which they maybe. My question is, why the 3% growth for a technology leader you claim? How come INTC and MSFT outgrew them? Just my opinion. Roly

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