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

To: Tony Viola who wrote (27022)	12/8/1998 11:20:00 AM
From: Jeffrey D	Read Replies (1) \| Respond to of 70976

Tony:<<Judy, >>>>Whew! At least AMAT is not on Mike Burke's list of stocks to put." Judy, Whew, at least INTC is!>> Tony, LOL!! Jeff

To: Tony Viola who wrote (27022)	12/8/1998 11:32:00 AM
From: Jeffrey D	Read Replies (1) \| Respond to of 70976

AMAT at 46. Anyone here selling yet? Paul V what do the Dorsey Wright folks have to say about AMAT at this level? TIA. Jeff

To: Tony Viola who wrote (27022)	12/8/1998 4:32:00 PM
From: Judy	Read Replies (1) \| Respond to of 70976

You know, Tony, some times one has to ignore the pundits and analysts and just listen to the market. MU, the first in the sector food chain breaking out and making new highs ... WFR, the last in the food chain basing nicely instead of tanking when it may be facing a loss for a couple of quarters ... VECO, ASMLF, CYMI, PRIA, ASYT taking off, specialty niches needed if the sector rebound is around the corner. The key is whether these stocks sell off when the NAZ retraces down or whether the funds continue to rotate money into them. And Addi, the tone of my posts pretty much say how I am placing my bets for the future. My regards.