Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 268.79

+4.6%

3:59 PM EST

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To: John Trader who wrote (61258)	3/2/2002 4:55:02 PM
From: Sam Citron	Read Replies (1) of 70976

OT CREE, FLX FLEX, CREE, and AMAT have actually performed quite similarly over most time periods. I have been a scale down buyer of Cree from 25 down to 14. Now have 1700 shares. Hoping to add a few hundred more on further weakness. I've never invested in FLEX or ECM industry. Why do you favor FLEX over other ECMs such as CLS, JBL, SANM and SLR? Sam

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