Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 301.88

-1.0%

3:59 PM EST

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To: kdavy who wrote (53918)	10/7/2001 10:05:59 PM
From: Jerome	Read Replies (1) of 70976

KDAVY...good luck on your trading till the end of the year. I like your style, none of that concern about PE, PS or book value, or cash flow. Your motto is "If its moving, I probably own it" I fully agree with your list, but I noticed that CSCO is not on it. Is there a reason for this? My initial list was to draw attention to the the idea that money was not flowing back into the semi-equipment as it was other stocks. I would expect the rally to continue into tomorrow and a pull back in the latter part of the week. At some point reality sets in (the economy is in poor shape) and stock prices retreat. Best idea for next week.... CPQ...just watch the price of HWP inch upward and CPQ will follow. Absolutly no one has a good word for HWP or CPQ these past few weeks. And HWP is profitable...more than what can be said about a lot of tech companies. Regards, Jerome

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