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

To: Sam Citron who wrote (37059)	8/29/2000 3:52:02 PM
From: willcousa	Respond to of 70976

I am puzzled by the premise that there is no more money to be made in semi equipment stocks. Maybe I am missing something. If one believes that an amat has no more upside why not start writing covered calls against it? Take a look at klic which is going to come back a good deal more than it has to date. How about more upside in lrcx? If there are two more years left in the cycle then there is time for more of the market to get interested in these great companies.