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

To: Paul V. who wrote (26622)	11/23/1998 2:12:00 PM
From: Gottfried	Read Replies (1) \| Respond to of 70976

Paul, thanks for the IBD info! I found some SP500/Barra information just now. It may help also. The sector is shown together with some ranking and analyst recs. Unfortunately it's almost 2 months old. advisorinsight.com Gottfried As you know, the IBD sector ranking is based on stock prices and their recent history, not on fundamentals. It would be helpful to have a weekly or monthly ranking list a few years back. I don't know if that is available anywhere.

To: Paul V. who wrote (26622)	11/23/1998 3:22:00 PM
From: Gottfried	Respond to of 70976

Paul/all, did Applied single-handedly improve btb?... "We believe better-than-expected orders by Applied Materials drove much of the bookings improvement," said Jay Deahna of Morgan Stanley Dean Witter, in San Francisco, in a report. "Applied's better-than-expected orders in October were derived mainly from two large domestic chip makers, one for leading-edge 0.18-micron capacity expansion and another for process technology improvements at 0.25 microns/0.22 microns. techweb.com G.

To: Paul V. who wrote (26622)	11/23/1998 4:20:00 PM
From: Lester e.	Read Replies (1) \| Respond to of 70976

Still here---still hholding. I have no charts to refer to, but as you know, I have been following this stock for thirty years. I have seen the patterns time and time again, When this stock breaks forty, firmly, I believe it will be Katie bar the door. I expect a steady rise with small pullbacks to let the timid out. As you know, I never sell, but hold to the death, which can't be too much longer at age 81 although I am in excellent health in the gym 3 or 4 times a week. The end is the only way I can beat the wonderful capital gains I am sitting on. The years have proven me right. I think you are the best on this thread and will continue to make money buying the best in the business. Lester e.