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

To: Big Bucks who wrote (21464)	7/13/1998 1:31:00 PM
From: Kirk Winkler	Read Replies (2) \| Respond to of 70976

Big Bucks, Thanks for your input on AGAI. I'm pretty bullish on AGAI long-term, part of which is my belief that they are an obvious acquisition candidate. The only problem with the acquisition theory is their pending litigation with AMAT. Who in their right mind (particularly NVLS, which recently settled a painful experience w/ AMAT) would want to jump into a situation like that? I'm actualy 25-30% in the black as I write this due to unknown forces influencing the stock upward over the last 2-2 1/2 weeks. Any other insights to AGAI vs. AMAT in RTP? Technology, etc.? Regards, Kirk