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Strategies & Market Trends : The New Economy and its Winners

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To: fedhead who wrote (15783)	1/17/2003 1:50:15 PM
From: Lizzie Tudor	Read Replies (3) of 57684

if you want a good short I suggest the SCEs. My friends from applied last night confirmed the BofA rpt that another shutdown is on the way, they just had one last december. THere might even be another shutdown after this next one so in essence, the applied workforce is working 3/4 time... and they are currently at half employment from peak. The bright spot at applied is the AKT division which makes flat panel devices they are rocking. I probably would short the other SCEs here like nvls or klac which are more pricey than amat, amat is only 2 or so pts off his oct low.

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