Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 223.31

-3.2%

Nov 13 3:59 PM EST

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To: Gottfried who wrote (29424)	4/7/1999 10:34:00 PM
From: Paul V.	Read Replies (1) of 70976

Gottfried, So the internet or Latin America and Europe are the places to be. It depends on how much risk you wish to assume. Personally, I do not like to get into sector which is in the 70 percentile or above or near to it. IMO, there is to much downside risk vrs upside gain. I prefer, to go into the Gorilla stocks in those sectors below the 30 percentile level. A example was the oil and oil service stocks that were low in the 20's for a period of time but then took off. Dr. Synder, and I believe you bought some of the stocks in these sectors with good results. I always calculate, "what is the upside gain vrs the downside risk." As Tom Dorsey would say, there are always good stocks to buy. Just my opinions. Paul

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