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

To: Teri Skogerboe who wrote (23702)	9/1/1998 11:17:00 AM
From: 16yearcycle	Respond to of 70976

Dell is almost interesting now...at 90, it would be selling at a pe of 45 on the current e pace, and they are so far immunized in their business to the ww crisis. I liked it at 70 earlier in the year, and the truth is that their business is growing so fast, so far, that ~90 is not so high anymore. Got more csco, cd, psft, emc, genre this am. Don't want more exposure to msft with the trial coming up.g is getting away, although i would buy below 40(will earn a little more than 1.60 next year). If things stay down, and I believe they will, although I am a poor short term prognosticator, I will get some smaller caps next. Then I will start in on the bigger equips, assuming lower prices than now. Now, just to make my day, hopefully some TA guy will tell me I am a moron for buying now, after a 1900 point drop.