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


To: Kirk © who wrote (47820)6/10/2001 12:52:42 PM
From: robert b furman  Respond to of 70976
 
Hi Kirk,

Righton. Can't believe I didn't mention A.

I like A's fiber optic and ther ATE as well.It has really been volatile.
I sold out at 72 and haven't felt comfortable about a good entry point.
I agree about the real HWP.I think long term ,A will be the ride Carly wished she had taken. I think she is over her head and has a gift about saying all the right buzz words wallstreet likes to hear.Now let's manage.JMHO

Bob