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

To: Gottfried who wrote (34702)4/4/2000 2:46:00 PM
From: Fred Levine  Read Replies (1) | Respond to of 70976
 
Gottfried--This is from MSN's Jubak.

"For example, I'm going to look for an exit in Commerce One (CMRC, news, msgs), because the fundamentals of
the business-to-business (B2B) sector are deteriorating. And I'm going to add a position in Applied Materials
(AMAT, news, msgs) in Jubak's Picks with this column because of the fundamental long-term strength in the
chip-equipment sector"

fred



To: Gottfried who wrote (34702)4/4/2000 3:39:00 PM
From: Mephisto  Read Replies (2) | Respond to of 70976
 
I do not believe AMAT is over-priced. The company should have great earnings going forward.

Someone mentioned an article in The NYTimes.

Doesn't AMAT have some sort of "copper dealy" that was suppose to be a big deal?

M


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