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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (39025)	8/31/2010 10:10:05 PM
From: Grantcw	Read Replies (3) \| Respond to of 78667

Paul, yes AMAT looks pretty good. I owned this stock before the crash, traded it for some hotel reits back in 2009, and I'm now looking to re-enter. As long as they stay down, I'm looking to build a position in IBM, ORCL, and AMAT, as well as adding more to MSFT which I may like the most right now. Not sure if I'll add to INTC. The market, and these stocks may go down from these levels, but it's hard for me to hold much cash with world-class companies like these selling at such low valuations. Thanks, cwillyg