Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 268.87

+4.6%

Jan 2 9:30 AM EST

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To: Gottfried who wrote (58657)	1/10/2002 8:44:25 PM
From: Jerome	Read Replies (2) of 70976

Gottfried/kdavy, OT *** brainstorming.... Some things will still work this month. Looking at the semi's from today I'd be long most of them for the rest of the month. The month is off to a good start and every attempt for a sell off has failed. Max pain this month is fool's gold....the fact that so many are predicting a pullback is the major reason it will not happen. From today till the end of the month I'd be long AMCC and AMAT...Lets see how NVLS pans out after announcing layoffs. For those interested in an option strategy for AMAT view my posting on the no politics thread. If this month were to collapse it would have already started. The amount of sideline money and shift of money from mm to stocks is the most impressive part of this rally. Does it really take a genius to be long INTC, MSFT, ORCL, SUNW, AMAT, DELL, and a few personal favorites????(ATML,CPQ, AMCC, GLW, CIEN) Regards, Jerome

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