Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Big Bucks who wrote (14021)	1/1/1998 2:33:00 PM
From: Gottfried	Respond to of 70976

BB, thanks for the search method. Some of my older posts I'd rather forget, though. <G> GM

To: Big Bucks who wrote (14021)	1/1/1998 2:41:00 PM
From: Kirk ©	Read Replies (1) \| Respond to of 70976

One way to find your recent SI posts is to click on your (or anyone else's) name. You can bookmark names too if you find someone you like to follow. Happy New Year! suite101.com Kirk out

To: Big Bucks who wrote (14021)	1/1/1998 4:10:00 PM
From: JuniorMint	Read Replies (1) \| Respond to of 70976

Happy New Year to one of the strongest threads on the web! I follow the discussion - don't write much, but thought this excerpt might be a good way to start off the New Year. smartmoney.com "BARGAIN BASEMENT TECH STOCKS ...Now bargain hunters see some names unduly beaten up by their association to technology. As Kevin Landis, co-manager of the Technology Value Fund and of the recently formed Technology Leaders Fund based in Milpitas, Calif., says, "Thanks to an extreme amount of skepticism built into prices, there is nothing but tech bargains out there." Landis is no fool. He fully recognized that there are legitimate concerns such as Far East turmoil and plunging profitability in disk drive makers and certain categories of the semiconductor industry. Landis is finding value in companies he calls leaders in their field. "When everything is on sale, buy the best," he says, adding, "Assemble the portfolio of the strongest companies and minimize your list selection." Landis notes that sometimes you'll have to pay up for good companies, but they're worth it. ... Landis plunged into Applied Materials (AMAT), one of our favorite stocks. The semiconductor equipment maker has been battered by fears that Asian customers would slow purchases, falling from a mid-October high of 54 to a recent 30, or about 15 times 1998's projected profit. Landis thinks Applied Materials is a terrific company, but "it's a buying decision that you can't look at for another 12 months..."