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Politics : Formerly About Applied Materials
AMAT 256.89-1.2%Dec 31 3:59 PM EST

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To: Kumar Nathan who wrote (10212)11/1/1997 6:54:00 PM
From: Gottfried  Read Replies (1) of 70976
 
Kumar, the link you referred to was about Soros' funds losing $2B.
That's not scary to me. They took a big gamble and lost. It's not
like investing in AMAT. You also said >> Let us see how
Hong Kong do on Sunday Evening Pacific Time.
<<

Are you now suggesting we should follow the first penguin?

I've looked at fundamentals and forecasts of semi equipment
makers again and again and can find no reason for alarm.
The latest references to the sector in IBD and Barrons are
cautiously optimistic as well.

I never thought I'd have to cheer YOU up. <vbG>

GM
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