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

To: dougjn who wrote (10265)	11/2/1997 6:48:00 PM
From: Lucky L	Read Replies (1) \| Respond to of 70976

I am listening to Bob Brinker on his radio talk show this afternoon and he just stated that in Barrons this week there is an articule talking about the down side on the semi cap equipment stocks being overdone!!!!! He feels that we will never see the price multiples that we saw in July l996. Said that that was the buying opportunity of a lifetime. (FWIW) He said that he is looking for "a very, very big l999 and also a very, very big 2000. I realize that it as a long way out, but it is still something I like to hear. My investment style is buy and hold. Cost basis in AMAT 15 1/4 :^) Go AMAT. Also long GSNX