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

To: David Penfield who wrote (27610)	1/7/1999 1:26:00 PM
From: Ian@SI	Respond to of 70976

D, In this sector, it's probably a reasonable contrarian strategy. I suspect that just looking at a long term chart while using historic ranges for P/Sales, P/Book, and P/Cash Flow might be a better method of trying to pick the bottom. Hand in hand with that approach is a stringent requirement to completely and absolutely ignore all the noise from the so called gurus - whether they're associated with institutions or just posting opinions on the net. ;-) Ian.