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

To: Sonki who wrote (9920)	10/28/1997 5:37:00 PM
From: miklosh	Respond to of 70976

of topic" Sonki I agree with what you say. When he makes a bad call it's really bad. What I've found these guys useful for is basically their ideas are food for thought. I then proceed to do my own research and draw my own conclusions. I had never heard of amat before I read a recommendation by M.M. After researching the fundamentals, my final descision to buy at that time was based on amat's low psr. Since amat is a world leader in a very cyclical industry,and had a great management, buying it at it's lowest psr in several years was a no brainer.