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Politics : Formerly About Applied Materials
AMAT 318.63-3.0%Feb 3 3:59 PM EST

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To: radman33 who wrote (23418)8/27/1998 4:34:00 PM
From: Martin A. Haas, Jr.   of 70976
 
Jay, if you want to invest in just stocks, may I suggest CSCO or DELL, as they are delivering consistent good growth results in earnings quarter after quarter. Although, they both trade at a premium, they don't disappoint. Both have had multiple stock splits in the past year.
I'm in AMAT, but I think its dead money for awhile and it looks like its going lower (like low 20's). I'm patient and waiting for next big climb on AMAT. AMAT is a good value play, yet I'm also in DELL right now and enjoying the ride up.

FWIW and good luck,
Marty
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