Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 247.21

-4.4%

3:07 PM EST

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To: uu who wrote (14469)	1/12/1998 4:46:00 PM
From: Ian Davidson	Read Replies (2) of 70976

As I said before, some of his smaller stock recommendations haven't worked, but his calls on the big caps such as INTC and AMAT have been terrific. I also find that he definitely knows the general trends in tech, whether computer sales are strong etc. Last year at this time he told everybody to stay away from the communications stocks such as ASND and CSCO while other tech managers such as Van Waggoner et al were loading up on them. Well, you know what happened. No he's not always right, but then do you know of anybody who is?? He's made me a bunch of bucks, and as a subscriber I have absolutely no complaints. He's been pounding the table lately on both INTC and AMAT, and we're about to find out very shortly whether he's right on this or not. Good luck. Ian

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