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Politics : Formerly About Applied Materials
AMAT 230.89+3.1%3:59 PM EST
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To: jtechkid who wrote (18307)3/30/1998 4:09:00 PM
From: MileHigh  Read Replies (1) of 70976
 
**OT**

kid,

You might want to check out SMOD as a long candidate. Look at the charts, it is beaten to hell and they are in the memory module business for the OEM's...As the industry moves to build to order, these guys will benefit...CPQ is a big customer, so SMOD will benefit as CPQ pushes more units out the door...I loaded up today, will buy moreif it drops.....Infrastructure outlook out today, Carl Johnson warns about the future..Good Luck

MileHigh
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