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

To: Tito L. Nisperos Jr. who wrote (30722)	5/29/1999 12:24:00 AM
From: Fred Levine	Read Replies (2) \| Respond to of 70976

Tito--You and I have both been positive on AMAT for about 2 yrs now, but we differ on strategy. IMO, AMAT has done exceedingly well, fulfilling more than my expectations, while you have been frequently disapointed. My view has always been that a good company in a good industry will give a superior long term return. Too many random events make timing good for brokers and bad for investors.(My son is a broker) More computers will be built, more uses for chips found, and competition will require higher investments to increase both productivity and technology. With their massive investment in R&D, AMAT should continue to give a good return. This also applies to Brian's reading of Buffet's mentor. good investing --- fred