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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (8608)1/27/2004 1:18:29 PM
From: Cary Salsberg  Read Replies (1) | Respond to of 25522
 
Kirk,

Yes, my favorites have not changed and my expectations about their business prospects are being met.

I like the fact that I have held a unique perspective for a number of years now and that I have had no reason to change it. The next few years will quantify the value of my perspective.


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