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

To: blake_paterson who wrote (25904)	11/1/1998 8:28:00 PM
From: Gottfried	Read Replies (1) \| Respond to of 70976

Blake, in no particular order - let me reply: I agree with Zeev and would like to emphasize buying second tier semi equip companies. If you look at historic charts and compare them to AMAT, the possible gains are there. AMAT is already too close to its highs. I would also take a hard look at oil service companies. Even if you stick with SLB for safety, a double in 2 -3 years appears possible. SLB expects to earn 10% less in '99 with a significant pickup in 2000. I'll read the links you posted now. We must be careful not to become paralyzed by fear of adverse events. That's what kept me from buying on October 9th. But right now I'm waiting for a general correction. Gottfried