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

To: Gottfried who wrote (21936)	7/18/1998 1:37:00 AM
From: David Rosenthal	Respond to of 70976

Gottfried, Re: I decided from now on to invest only one day per year. Small problem: find a stock like this . . . Might I suggest another strategy: Apply all investment decisions retroactively.<G> Dave

To: Gottfried who wrote (21936)	7/18/1998 11:57:00 AM
From: Tito L. Nisperos Jr.	Read Replies (1) \| Respond to of 70976

Gottfried, My son asked me a week ago to buy him (thru my account) shares of Broadcast.com (BCST) when the stock goes public. It's a sure thing he added. I talked him out of it, offering to buy AMAT shares for him --- an offer he declined to accept... Yesterday, after the close, he smiled at me and said, I told you Dad...(I guess, I'm getting older and should pay more attention to the younger guys from now on...) By the way, continued Investor's interest on new stock issues should make the Over-all stock market move higher. Investors would continue ignoring Bad News from all sources and concentrate on the rising tide of the market... ... as for AMAT:--- if the Weak Yoyo Drop yesterday is going to be just a one day event; then the Yoyo Catch at 32 or more should come in a day or two trading days...

To: Gottfried who wrote (21936)	7/19/1998 2:26:00 PM
From: Jacob Snyder	Read Replies (1) \| Respond to of 70976

GM: re: tech IPOs: actually, there is an easy, cheap, and safe way to be a venture capitalist in the best hi-tech start-ups, picked by the experts: buy INTC, MSFT, HWP, or several other tech giants with big cash flows. All of them have a growing portfolio of companies like broadcast.com (INTC has CNET, CMGI, Citrix Systems, Inktomi, Broadcom, and many others). In addition to their core business, you get a diversified portfolio, managed by people with more clout and more information available to them than any mutual fund manager. And since the "portfolio manager" gets a lot of options in his own companies' stock, his interests are exactly aligned with yours.