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

To: michael97123 who wrote (48076)	6/18/2001 11:07:37 AM
From: Tony Viola	Read Replies (1) \| Respond to of 70976

Michael, OFF TOPIC. I was preparing a post in my head last night about your Mets and what looked like their apparent inability to win a single game at home against the Yankees. Then, that incredible comeback capped off by Piazza's moon shot. I watched it all (the comeback) on ESPN. Great job! Back to AMAT. Tony

To: michael97123 who wrote (48076)	6/18/2001 12:46:00 PM
From: robert b furman	Read Replies (1) \| Respond to of 70976

Hi Mike , I wrote a response to a post from you yesterday and lost the darn thing trying to add a link. I wonder where they go? gggg At any rate I have added to two past positions: 1) Oracle - doubled up at 15.54 when a GTC order filled while I was cycling in Ireland. They announce earning after clos today. They have also introduced some great internet based database computingf,which I believe will be the next Bandwidth killer application in general and specifically I think their approach is light years ahead. 2) Sbse - this is a great little electronics company.They make embedded bus boards for the communications industry ( mostly the Rbocs - so their business is still good,industrial computers(a still non-mature portion of the bos industry.Thet are sort of like a small Solectron with a very niche capability.Their customer base is very broad and they don't have any big customer that could hurt them significantly.I've owned them several times and really like their conservative management.http://www.sbs.com./investors/corporate/releases-one.asp?rowid=30000084 I think we are just around the corner from a psychology shift and warrants some additional exposure,as any down turn will be for a limited time duration.JMHO Bob