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


To: advocatedevil who wrote (50017)8/1/2001 12:25:23 PM
From: Kirk ©  Respond to of 70976
 
Abby Cohen just on TV saying to over weight tech to 30% vs its 18% S&P500 weighting... She's been buying for clients since early Spring (Probably the April 3 bottom).

Kirk



To: advocatedevil who wrote (50017)8/1/2001 12:26:52 PM
From: Shoibal Datta  Read Replies (1) | Respond to of 70976
 
AD, you might have considered AMAT for short instead of LRCX. It's behaving like the ugly duckling today, underperforming NVLS by almost 3%. The NVLS - AMAT price differential has grown to about $6.5 from $3-4 a month ago.

-SD