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


To: michael97123 who wrote (39011)10/31/2000 1:39:13 PM
From: Sun Tzu  Respond to of 70976
 
I am more positive on AMAT than on CSCO. Not only cisco is prone to lower corporate spending. But I wonder how much bad loans they gave to the dot-coms and how their demise affects cisco's growth rate. I have no positions in cisco and do not follow them closely. For all I know, all the bad news may have been priced in.