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

To: Cary Salsberg who wrote (48124)	6/18/2001 10:08:50 PM
From: Kirk ©	Respond to of 70976

Thanks, your comments make sense. I've had good luck owning a "one two punch" such as IBM/HWP (bought in 1980's and 1990's) and AMAT/LRCX (bought between 1995 and 1998) where one is the "giant" and the other is "great managment and technollgy that tries harder..." I buy the ones with better valuation when compelling like your target buys. I will also be buying AMAT with a 2nd home loan if needed AND if it gets down to low $20's.... so I understand your waiting... why chase if you have great core picks? LRCX, I thought they might be going after SFAM for the best CMP machine since the value of SFAM is now much less than the $200M LRCX has applied for... That might give them a leading edge in two technologies.. Kirk