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

To: Steve Byers who wrote (11430)	11/20/1997 8:39:00 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

Taken from the SA Advisory: Market Comment The blood runs red and we love every minute of it. Whether you like it or not, the markets are going to head higher and last week's "flu" symptoms will lead to a market recovery and the bullish vigor will return, especially in the heavily beaten down technology sector. We have not been this aggressive in years and we are shoveling HIGH quality technology into our accounts. The herd is always wrong and when emotions get involved, the panic sets in. It looks scary, but in reality the real risk is just to sit on the sideline and wait for the calm. We like at current levels, AMAT, EGLS, APM, SUNW, CY, RDRT, SGI, SPCT, TQNT and one closed-end mutual fund, namely Templeton Dragon Fund (TDF) - see recommendation within. PS: Starting to just look at Russia again. It has dropped over 25%. We are watching Gazprom, LUKOY and TRF (remember, we blew this out at almost $62.00. It now trades at $39).