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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Jacob Snyder who wrote (32856)	10/18/1999 1:15:00 PM
From: 16yearcycle	Respond to of 70976

Jacob, I am really not paying any attention to AMAT today. Since last October, since I felt there was a good chance we would have a 4-500% run in amat over several years, I have bought on dips and then sold after it has neared or passed the previous highs. At least two folks here can confirm my private mail comments. I have very little amat now and won't add until the next time I see it off 20%. Pretty easy stuff. Amat is my 4th biggest winner ever, and this run has been similar to the previous one. I admit it's action from 10/97 to 10/98 was somewhat mysterious at the time, particularly when compared to the devastation in the rest of the equip market. But it worked out well to keep adding and adding. My main position has been Qcom for the past several months. I believe we are at an inflection point for the previous leadership of INTC, MSFT, and CSCO. I have spent most of my time the past 10 years fiddling around while trying to do enough research to figure out when to exit csco and msft in mass. I did it this summer. I can't think of a more difficult thing to predict, or a more worthwhile one. My family is on the line and I may be wrong, but I think Qcom has a chance to become a truly dominant tech company. Staying on top of that issue is my main area of concentration.