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Politics : Formerly About Applied Materials
AMAT 269.480.0%11:08 AM EST

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To: Kumar Nathan who wrote (13955)12/30/1997 7:37:00 PM
From: J. David  Read Replies (2) of 70976
 
Did anyone see John Bollinger on CNBC this afternoon? I heard that he made some very positive comments on the semi equipment sector for '98. I believe he was interviewed by Ron Insana. Apparently John said that the equipment stocks are so cheap now that they are "relatively free." I'd appreciate any additional information as John's record for stock picking is quite strong.
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