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Politics : Formerly About Applied Materials
AMAT 260.77+0.2%Dec 24 12:59 PM EST

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To: Cary Salsberg who wrote (63028)4/19/2002 5:34:36 PM
From: Jacob Snyder  Read Replies (2) of 70976
 
You may well be right on that.

I wonder why investors sold off XLNX and ALTR today. I thought XLNX's report was excellent. Another day like today, and I'll be buying ALTR again, at 21.

On EMC, I think I've come around to your viewpoint. I've been gradually moving there, for the last few months, and the last conference call pushed me further that way.

Still a Believer on JDSU (at these prices). Gonna roll them dice at 5 again, soon.

Also buying soon a kinky gogo microcap Concept biotech called EMIS (16 consecutive years of negative EPS, no products, almost no sales).........but you're probably not interested.
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