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Politics : Formerly About Applied Materials
AMAT 254.72+0.9%Dec 1 3:59 PM EST

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To: Platter who wrote (12276)11/28/1997 11:40:00 AM
From: Rational  Read Replies (1) of 70976
 
Bry,

The Wall Street is putting money in all stocks that are leaders in their respective fields because the leaders beat the smaller players in a highly competitive global environment. The so called Asian flue is over for these companies. Asian flue will continue to afflict the other players. Look at Boeing, Dell, IBM, CPQ, etc. I had stated so in a post here last night. The so-called flight to safety is aimed at investing in companies that will stay ahead of competition. The Wall Street's thinking is right IMHO.

Sankar
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