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Politics : Formerly About Applied Materials
AMAT 334.88+0.7%10:49 AM EST
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To: Teri Skogerboe who wrote (8367)10/2/1997 12:41:00 PM
From: 16yearcycle   of 70976
 
The pc comment was in the 8th pp down.Whatever. I guess ascend is well positioned, but I can't get a decent response on its thread as to why it should be bought now, other than "it will go up."It probably will,but I'd like to know why.Trying to predict what networking companies will make their investors wealthier over the next decade is proving to be a formidible task. Much more difficult than predicting that amat,orcl,klac,intc etc. will be vastly bigger in 10 years.And if you try to make a profit in a highly competitive industry,which is subject to rapid change, and management is less than fully honest, you have got some big problems. The communications area is looking less attractive, and the semiconductor area continues to look better and better, at least to me.
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