Mark,
Good afternoon and thanks for checking in from the corporate trenches of post-SEMICON Taiwan as you await your flight back home. Always good to have a dose of AMAT the company instead of just AMAT the stock. Sure hope the dog and pony show went well and that you sell a ton of equipment to TSM.
During the trading holiday, as you see, we're keeping ourselves busy by theorizing how to keep the world safe for the next upturn.
Glad to hear you're getting some mileage out of that cell phone. Hope there is some inducement soon for you to replace it with a newer model (short of destruction, of course). We're all flush with AMAT Leap calls (or in my case short naked Leap puts) and need something to kickstart this recovery, at least before they expire in Jan '03.
RFMD reported some encouraging news on Monday but Cary shot it down as "too small and too close to the leading edge to be used as a barometer". Nevertheless, picked up a few shares of RFMD and a bunch of NOK (their biggest customer) in the last few minutes of trading Monday. Other than that, I'll try to keep my telecom powder as dry as possible until December, when I'll probably take a flyer on LU for at least a January bounce, but possibly a much longer ride.
It may interest you that CNBC reported yesterday on a potential bailout package for the domestic US airline industry. Brian, get back on that plane to Peru!
And, needless to say Mark, good luck and godspeed on your homecoming.
Cheers,
Sam |
