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

To: Sonki who wrote (10247)	11/2/1997 5:44:00 PM
From: dougjn	Read Replies (1) \| Respond to of 70976

Sonki--think you're right here. Off topic... have you seen any ML on Mcaf since they announced merger? I sold half of mine off, but have a pretty low avg. price since doubled up at a bit under 50 couple months ago during worst of lawsuit scare. I thought I could analyze that better than the mkt, and i was right. <g> Then they announced a merger that mkt didn't like, but sounds kinda smart to me, but less sure about than lawsuit. And of course the general mkt/esp. tech downturn. So I'm thinking about putting a bit more there cause its a real cheap high growing software company basically positioned above the lowering average selling price PC problem, involved in internet/networking solutions. Looks real good to me in theory, real terrible in stock price action, but there have been lots of non-earnings events that could explain. Anyway, more than you wanted to hear. Any ML post merger announce research reports? Regards, Doug