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Politics : Formerly About Applied Materials
AMAT 297.52-6.6%Feb 4 3:59 PM EST

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To: Jerome who wrote (46060)5/1/2001 2:56:12 PM
From: michael97123   of 70976
 
Thanks Dad,
Only thing i have done is lately is qqq's and taiwan semi and both are up nicely. I am up about 10% so far this year and thats quite a climb back. I was just musing about the relationship between intel and amat. I have switched those 2 several times when one got out of line with the other. I havent taken any action yet. Am looking for a 2-1 amat/intc price relationship before i would possibly start. Just about had that two weeks ago. I only do that with trading shares. Base positions in those two are core holdings. Mike
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