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

To: Big Bucks who wrote (19641)	5/22/1998 9:17:00 PM
From: 16yearcycle	Read Replies (1) \| Respond to of 70976

I should have waited to read this post... I don't want more INTC! I just think it won't go below ~65, but I think amat could hit ~27. It is a slightly bigger, short term drop for amat. It is not a big stretch to imagine amat nailing 100 in the next cycle. intc would have to hit 225 for a similar gain. I can't imagine that anymore. The pc market is changing, and moving in a direction that has hit intc's margins hard. Of intc, csco and msft, I think the csco shareholders will be the most happy in the next few years, and be harrassed very little by our beloved government. Yet, msft continues to be my largest position by 2-1. What can I tell you? I'm loyal to the folks who brought me to the game. Hey, did you forget about INTC's dividend? (VBG) Gene