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

To: MasonS who wrote (33070)	11/6/1999 2:38:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 70976

Mason, I intend to continue to hold this stock in my LT portfolio...the fundamentals are strong the stock continues to move up...I see no valid reason to sell. In fact Jubak has AMAT as a buy right now going forward...in his Future Fantastic 50. Other opinions would be welcome. I keep going back to the story that the CEOs of Intel, LSI and AMAT had to tell at their respective shareholders meetings this year, and that is that the latest semiconductor boom looks good into at least 2002. They even used slides that looked the same (revenue vs. year charts)! Corrigan of LSI said the boom should have started in 1998, but Asia happened. So, we're only in the second or third inning, as he put it. I'm holding these three. Tony