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Politics : Formerly About Applied Materials
AMAT 265.39+4.2%Dec 2 3:59 PM EST

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To: Jacob Snyder who wrote (20325)6/13/1998 9:50:00 PM
From: Lane  Read Replies (6) of 70976
 
Hi Jacob and all...
Interesting times to say the least. Great response to the Smart Money article! If one were to take a substantial position in 2 companies in this industry when the time was felt to be right, what two companies would they be? I think Amat is an obvious choice, but am having some difficulty with picking the second. Any thoughts any one?
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