Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 228.68

+1.2%

Nov 17 3:59 PM EST

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To: akidron who wrote (24944)	11/12/1998 8:15:00 PM
From: John Koligman	Read Replies (2) of 70976

Akidron - off topic I thought you posted some time ago that you were buying Boeing... Are you still in it? I agreed with you on that one, only problem is that the stock went straight down! I have increased my position during the October debacle. It's funny, I did not agree with you on IBM, it's continued to be a teflon stock. I hear your argument on their PC business, but that has been the case for some time now, and desktop boxes does not seem to be the direction IBM is going in anyway. It seems to me that the internet reinforces the argument for some degree of recentralization of data at the server level or higher, don't you think that plays into IBM's hands??? John As for a 'bubble' stock, Dell's market cap was 100 billion yesterday, IBM's is around 150 billion. They are much more diversified than Dell, what do you think???

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