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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Paul V. who wrote (31013)	6/14/1999 3:58:00 PM
From: Tito L. Nisperos Jr.	Respond to of 70976

Paul V, That's Right, the Past experience of being FlatFooted and Agonizingly watching the Profits Draining is History that should not be Repeated! By the way, AMAT's Hi is at 66 7/16 --- lower than the Hi set yesterday at 66 3/4; ... but the Lo is 65 1/4 --- higher than the Lo set yesterday at 63 3/4. So it's a Draw --- No YoYo Catch yet, Positive Money is still flowing!... Let's see tomorrow...

To: Paul V. who wrote (31013)	6/14/1999 6:20:00 PM
From: Gottfried	Read Replies (2) \| Respond to of 70976

Paul and all, Kevin Landis likes AMAT... [successful tech fund manager] Can you tell us briefly about the other two funds that you just mentioned? Landis: Well, there's the Technology Leaders Fund and the Technology Innovators Fund, and those are both pure electronic tech, pure high tech, with just one manager, me. They invest in basically two different profiles of high tech companies and you can think of them as the two ends of the spectrum. The Technology Leaders Fund (TLFQX) invests in companies that have established leadership or competitive dominance of a very promising market. So some of the companies on that list are fairly well known, and they kind of help by example to describe the profile. These are companies like Cisco (CSCO: news, msgs) and Lucent (LU: news, msgs), Intel, Microsoft (MSFT: news, msgs), Oracle (ORCL: news, msgs), Applied Materials (AMAT: news, msgs). Really big strong companies. But it's not their bigness that got them there, it's their dominance of a business that got us excited about the companies. There are some other companies in there that have that feel to me, and they meet that criteria, but they're not quite so famous. Companies like Qualcomm (QCOM: news, msgs) or companies like PMC Sierra that have that same basic profile but that aren't famous yet, but I think will be. cbs.marketwatch.com Gottfried