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Politics : Formerly About Applied Materials
AMAT 223.95+1.7%Nov 21 9:30 AM EST

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To: Gottfried who wrote (14065)1/2/1998 6:56:00 PM
From: Big Bucks  Read Replies (1) of 70976
 
GM,
Thanks for the clarification but my faux paux did get you
to read the article<VBG>. Maybe I should work for a supermarket
"Rag" where "stretching" the truth is considered "journalism".

Still holding some dry powder in reserve in the event we get
some bad earnings/outlook news from the likes of Intel, AMD, Motorola,
NVLS, etc, over the next few weeks which may negatively impact
all semi-related companies.

Trying to stay vigilant and prepared to take advantage of
opportunities" if they arise. The funds may hold back waiting
for "guidance" from the tech sector via the conference calls after
earnings announcements from the companies listed above.

Regards,
BB
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