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Politics : Formerly About Applied Materials
AMAT 231.99+3.6%2:18 PM EST
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To: Robert who wrote (30231)5/17/1999 3:59:00 PM
From: Proud_Infidel  Read Replies (1) of 70976
 
Robert,

Re:I remember Brian saying he has some SFAM, but I really think AMAT is going to crush them like a bug

For the most part I agree with this, which is why SFAM is a very insubstantial portion of my holdings. I hold them merely as a hedge, a pure play on CMP, one of the fastest growing segments in the coming years.

Brian
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