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Politics : Formerly About Applied Materials
AMAT 301.88-1.0%Jan 14 3:59 PM EST

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To: John Trader who wrote (48043)6/17/2001 5:12:11 PM
From: Jacob Snyder  Read Replies (1) of 70976
 
John, thanks for your comments. I'm constantly thinking about these issues, and I agree it's all connected. AMAT and EMC's fortunes are tied to whether killer apps for 3G happen, and whether there is a need for all that fiber to be lit. I am not at all certain of my current opinions, whether macro, sector, or company. The more experience I get at investing, the less certain of myself I become. My fixed plans are splintering into an array of contingency options.
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