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


To: Tom Kearney who wrote (17851)3/19/1998 1:02:00 AM
From: 16yearcycle  Respond to of 70976
 
SAP:

Is it cheap, relative to psft? I sold psft today, big gain in short time. I hated to sell, it makes me ill to sell anything, but felt it had popped too high.

KLAC is the cheapest big equip now, overlooked by most here. I think it is the best value right now, similar to what I felt about nvls in early Jan.

BRK's run is nauseating. It may never see the 50,000's again.