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Politics : Formerly About Applied Materials
AMAT 327.01+2.5%Jan 16 9:30 AM EST

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To: Paul V. who wrote (10557)11/8/1997 9:52:00 PM
From: Lester e.  Read Replies (1) of 70976
 
Paul you said a mouthful.

My philosophy is to take investment action when matters you know about a specific company appear to warrant such an action. Buy the company, not the econoomy. Ask yourself two questions:

l. Is this a good business run by good people?

2. Is the stock reasonably priced?

There are few companies on the market today that meet these requirements. I think AMAT does. Do you know any company that has better prospects?

Keep the faith.

Lester e.
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