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

To: N/E PATSFAN who wrote (36817)8/16/2000 11:25:37 AM
From: Tony Viola  Read Replies (1) | Respond to of 70976
 
NEPF, >Hi Pat, Roger was on Squawk Box this AM and recommended AMZN, COMS, CS and MSFT.

That's a little bit of a mixed bag. No semis?

What I really want to know is what do the Pats chances look like this year?

Permanent Left Coaster but still Boston fan a la your portfolio.



To: N/E PATSFAN who wrote (36817)8/16/2000 12:02:01 PM
From: pat mudge  Read Replies (1) | Respond to of 70976
 
Roger was on Squawk Box this AM and recommended AMZN, COMS, CS and MSFT.

Not exactly an inspired list. He's apparently looking for value in a market where he doesn't trust the multiples.

I've heard him speak several times (usually as part of a panel) and he's definitely a glass half-empty kind of guy.

He also has his own rock band. :)

Pat


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