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Politics : Formerly About Applied Materials

AMAT 266.21

+3.6%

11:28 AM EST

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To: t2 who wrote (56940)	12/4/2001 7:02:12 PM
From: trilobyte	Read Replies (1) of 70976

NewVision, our posts (see my previous post to Jacob Snyder) overlapped in time and in thought! I agree with you that signs of recovery in chip market are obvious (but semi-equips will lag as they always do although stocks in the sector have been decoupled from fundamentals for awhile now). I'll add to your example from the electronics sector: 600k sales of nintendo gamebox. DVD sales booming (see ESST pre-announcement) FPM sales booming (see GNSS pre-announcement) INTC and CSCO doing just fine I fully agree we have the ANTI-BUBBLE. Short positions are at all time highs. Good companies likes GNSS or DFXI or IMCL (sorry for choosing my favorite stocks!!) have so many shorts that their covering could propel the stocks up for months... take care, Trilobyte. p.s. initiated a position on GTNR today. Any thoughts, anyone?

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