Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 226.05

+1.3%

Nov 14 9:30 AM EST

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To: Ian@SI who wrote (27410)	12/29/1998 10:34:00 PM
From: Justa Werkenstiff	of 70976

Ian and All: Interesting dichotomy last week, especially toward end of week. Large cap semi-equips stumbled while the small caps in this sector were stronger. For the week, large caps were mainly down with some nice pops in FSII and CMFT among some other small pups. Maybe big boys are taking some bucks out of this sector. Sold AMAT in my Keogh last week. Risk/reward better in other stocks at the moment.

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