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

To: Justa Werkenstiff who wrote (35349)	5/24/2000 12:33:00 AM
From: George Schulte	Read Replies (1) \| Respond to of 70976

Just a question to some of you more seasoned Investors in the threads opionion which of the following 3 stocks do you find the most attactive at these prices AMAT JDSU or Qualcom appreciate your in put I think all 3 will lead the tech rally if and when it comes George Schulte

To: Justa Werkenstiff who wrote (35349)	5/24/2000 9:27:00 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

Justa, I don't think decisions on buying a company should ever be based upon what others may be doing with respect to their large short positions. Buy undervalued companies and let time and the market reward you. IMHO, LRCX at these levels is very compelling. So much so I used all the the available cash I had to buy more shares, since more margin is out of the question in this type of market. Don't let the foolish actions of others prevent you from making money:-) Regards, Brian