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

To: NightClub who wrote (11207)	11/16/1997 6:24:00 PM
From: P.T.Burnem	Respond to of 70976

I buy franchises. Intel, Cisco, Applied Materials, Microsoft. I'm also buying Dell, Compaq. My strategy is pretty straightforward. Watch the fundamentals on the companies you follow. Watch them like a hawk. The moment you catch wind they're changing, get out. Looks good. On paper, that is. For example, INTC's fundamentals are deteriorating, yet it is on your buy list. AMAT's near-term fundamentals are uncertain at best. Same could be said about DELL and CPQ. MSFT and CSCO look strong but both are priced way above their projected EPS growth rate. PTB