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To: Defrocked who wrote (8746)	11/21/1997 10:24:00 AM
From: Cynic 2005	Read Replies (1) of 18056

Defrocked, I am sure my other posts on the AMAT thread. I personally don't think that AMAT is worthy of a single-best core holding for anybody. I think one should trade that stock with semi-cycles. That way you will have more peace of mind as well! I like AMAT, the company, which usually shoots straight. These days I am seeing more of a Michael Dell in Jim Morgan than Morgan himself. -g- -Mohan

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