Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 322.31

-5.6%

3:59 PM EST

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To: Katherine Derbyshire who wrote (23184)	8/21/1998 11:38:00 AM
From: John L.	Read Replies (1) of 70976

How about the oil service companies, I like GLM and HEC, this group has been pounded. We all use oil so GLM will go up in value when ther drilling platform rates increase which probably will happen before semi's recover. HEC has been aquiring reserves in Columbia which should be valuable down the road unless political unrest causes them problems. Let me know of any other sectors you come up with, I am in semi equip's largely and have been looking for areas to spread my portfolio.

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