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Politics : Formerly About Applied Materials
AMAT 225.18-1.5%3:59 PM EST

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To: Jeffrey D who wrote (29179)3/24/1999 1:13:00 AM
From: Gottfried  Read Replies (2) of 70976
 
Jeffrey, from the interview [thanks!] >
Mike: And the lesson here is: These are stocks you own for the long haul. The semiconductor industry will keep growing smartly over the next few years, but it won't be a straight line up. You'll get your head handed to you if you try to step in and out of Applied Materials.
<

Has he looked at the chart? Stepping in and out is exactly the way to
play this stock, i.e. go with the cycle.

Gottfried
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