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

To: Sun Tzu who wrote (28732)	3/2/1999 5:36:00 PM
From: chaz	Respond to of 70976

Yesterday I added AMAT, expecting a valuation in the 90's during the first half, on the strength of ramping bookings. Why, when the company was at $11, I didn't load up is beyond me...but then, I was doing other things. There seem to be no real challengers to AMAT's dominance IMO. The decline in PC ASP's doesn't bother me. I expect the experts are wrong and that PC sales, in units, will increase, not stay flat, this year. That will drive AMAT because more PC units require more chips. I also think now's the time to load up on certain suppliers in the internet area...NTAP & CMGI are my favorites. Those PC's are going to get hooked up, these two will benefit. AOL is next on my list.