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

To: carl a. mehr who wrote (14013)	1/1/1998 10:54:00 AM
From: Trader X	Respond to of 70976

Hi Carl. Thanks, you reminded me to update my Profile! MRVC, WFR, KLIC, ANET were stocks I was into at the time I first posted my profile on SI. So it needs some serious updating! At this time, my focus is on these stocks: AMAT, CYMI, and XCIT. Of those, I only consider XCIT to be a buy. The last stock I bought was YHOO at $59. I'm not long any others except CREE, which is a long term IRA holding that I expect to quadruple in the coming years. Meanwhile I'm just clocking time until the techs can muster a turnaround, which I'm expecting to happen by May. I like AMAT because it's turnaround in '98 should be spectacular. -Kevin