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

To: FLSTF97 who wrote (29912)	5/4/1999 4:50:00 PM
From: Henry Eichorszt	Respond to of 70976

Stock Pickers - Ash Rajan, 1st VPO, Prudential securities (WCOM, TLAB, AOL, AMAT, DELL, MSFT, ORCL, INTC) From: Henry Niman Date: 5/4/99 Time: 5:27:46 AM Remote Name: 12.79.45.187 Comments Stock Pickers - Ash Rajan, 1st VPO, Prudential securities (WCOM, TLAB, AOL, AMAT, DELL, MSFT, ORCL, INTC) Tech stock buyers have rotated into Cyclicals, but rotation is 360 degrees and only half over. Sees buyers coming back to techs. Price of cyclicals now approaching drugs stocks. Would rather have Viagra than unleaded gasoline WCOM Either buys NXTL or price gets cheaper. Excellent tech value on telephony play. sees 15-20 rising in stock price TLAB If you like LU have to like TLAB. Play on infrastructure of Internet AOL? Would buy without flinching AMAT Mac Daddy of techs in semi conductors and chips. Demand higher than expect. Sees 15-20% upside for stock price DELL Also sees 15-20% upside MSFT, ORCL, INTC? Core holdings. Even though brief setback is possible, don't wash hands of these growth babies ------------------------------------------------------------------------ Last changed: May 04, 1999