Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 301.11

+6.9%

Jan 9 3:59 PM EST

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To: John Trader who wrote (48018)	6/16/2001 5:13:09 PM
From: Jacob Snyder	Read Replies (4) of 70976

OT re 5 core stocks: Your list is similar to mine. Mine is: AMAT below 35 (and short it at 56) QCOM below 40 (and short it at 65) CSCO below 10 (and short it at 19) JDSU below 7 (wish I had been smart enough to short it anytime in the last year, too late now) EMC below 28 (I started buying at 37, just bought a lot more at 28) TXN below 30 (and short it at 36) CMH (my non-tech diversifier, bought last year at 8.1) IMO: INTC is becoming a too-big conglomerate, whose core business is a commodity. I like smaller chip companies, more focussed on growth noncommodity areas. SNDK may become a commodity also, and is a speculative play. NOK is a boxmaker for TXN and QCOM chips. Like Dell, in the end they are in a bad business, making a commodity with steadily falling margins.

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