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

To: Big Bucks who wrote (14265)	1/8/1998 1:33:00 AM
From: FJB	Respond to of 70976

Extremely well put BB. Your read of the conditions is on the money. Wishing I could disagree with you commentary, Bob

To: Big Bucks who wrote (14265)	1/8/1998 1:44:00 AM
From: Paul V.	Read Replies (1) \| Respond to of 70976

Big Buck, I love our thorough discussions on this site. I agree that we are in uncharted waters at this time. That is the reason I was surprised that the Semi Sector jumped this past week. That is why I like the DW process--it is based purely on supply and demand and appears to show trends. Naturally, things could turn south but when I look at the DW American Century-20th Century Ultra Investment Fund I see the same upward trend in the fund. The fund appears to be very heavy in technology stocks: computer (Dell), software (Microsoft and Sun Microsystem) and , semi's (txn, amat, intc, mot, lucent) and network (csco). It has run up from $25.40 in Oct. '97 to $27.40 in Jan. '98. It is showing an upward and steady trend line. Thanks for your feedback. Paul V.