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

To: Teri Skogerboe who wrote (18796)	4/14/1998 8:03:00 PM
From: H James Morris	Read Replies (1) \| Respond to of 70976

Teri, thanks. If, you can find, what's left of my heart, please be careful, but my preference, would be, to put your purple heart, on my left side. My next decoration might be for 'not being hyped, when, I should have been hyped'. Please don't use a sharp pin. All the best

To: Teri Skogerboe who wrote (18796)	4/14/1998 8:07:00 PM
From: Gottfried	Read Replies (1) \| Respond to of 70976

Teri and all, * OT - Bay Area Investor Seminar * I'm tempted to spend the 20 bucks to attend because "Technology Value Fund" manager Landis is one of my heroes. His fund made over 60% in 1995 and again in 1996. Then in 1997 he made 6.46% - even less than I did.<g> seminar announcement: biz.yahoo.com The holdings of his NEW fund include AMAT and KLAC. excerpt: Landis also manages a new fund, the Technology Leaders Fund. Among the major holdings were (as of Feb. 28) Advanced Fibre Communications (NASDAQ:AFCI - news), Intel (NASDAQ:INTC - news),Pairgain Technologies (NASDAQ:PAIR - news), Tellabs (NASDAQ:TLAB - news), IBM Corp. (NYSE:IBM - news), Applied Materials (NASDAQ:AMAT - news), Hewlett-Packard (NYSE:HWP - news), Lucent Technologies (NYSE:LU - news), Cisco Systems (NASDAQ:CSCO - news) and KLA-Tencor (NASDAQ:KLAC - news). His opinions will clearly cover the broad spectrum of Silicon Valley's best known and ... least-known names.< One little problem: the seminar announcement says Tech Value fund made 60% in 1997. It actually only made 6.46% fund performance chart: quote.yahoo.com annual gains: quicken.com GM

To: Teri Skogerboe who wrote (18796)	4/14/1998 9:16:00 PM
From: Taby	Read Replies (1) \| Respond to of 70976

Intel says Asia was fine, this is probably the most relevant news for AMAT.

To: Teri Skogerboe who wrote (18796)	4/14/1998 11:08:00 PM
From: Paul V.	Read Replies (4) \| Respond to of 70976

Teri, >Unless this bubble continues, my opinion is that AMAT will see 30 before 50. But, I'll have to admit, everything is viewed as good news by this market. Is something odd about that? Too many bulls?< I am just glad I did not sell and am 100+% in this market. What is the old expression, "Don't fight the trend." Do you see any immediate condition which can cause this market to have a major 20+% correction? The only thing I can see is an Clinton impeachment, or a point Fed interest rate increase. Short of this I do not know what will slow down the upward market trend since I interpreted intc EPS a bad indication but the market did not see it the same way. What are your thoughts? Paul V.