Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 225.18

-1.5%

Nov 18 3:59 PM EST

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To: Gary Burton who wrote (22224)	7/28/1998 8:44:00 PM
From: Joe Sabatini	Read Replies (1) of 70976

I'm wondering if it's even worth looking at semi-equips other than AMAT. Why not just invest in the leader, the one that will weather the storm better than the rest, the one that will be a $20 billion company within 2 years. In a market like this, having true quality is of paramount importance. Applied is true quality. Any portfolio should be well diversified, but you might as well concentrate on the one or two leaders in any sector. Just my opinion. Joe S.

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