Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 283.01

-3.1%

10:09 AM EST

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To: Jacob Snyder who wrote (57965)	12/20/2001 11:03:45 PM
From: John Trader	of 70976

Thanks Jacob for posting your trading logic. I owned TXN but sold out of it earlier at higher prices because I thought it was bit pricey. I may grab some around 21 if it gets there. I agree, it is a mystery as to why it is going down so much right now. One question: Do you give much weight to analyst estimates? Based on that TXN does not look so good (CY 2002 earnings). I just bought some TQNT yesterday, which also operates in the wireless chip space. I am not sure if the recent analyst comment that "a shift away from use of GaAs components in optical networking" is a valid concern here. I have owned TQNT a few times, been trading it mostly. John

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