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

To: Proud_Infidel who wrote (37123)	9/2/2000 11:12:48 PM
From: Gottfried	Respond to of 70976

Brian, thanks for the rant. I agree with it. All we can do is try to exploit the Market's inconsistencies. Gottfried :)

To: Proud_Infidel who wrote (37123)	9/3/2000 3:13:31 AM
From: hhieslmair	Read Replies (1) \| Respond to of 70976

I saw that too. They talked a bit about NSM too and one of the analysts said stay away from semis in general since they had a great run up, and are now tired. Tired? Perhaps the price is tired but the companies and earnings seem to be getting their second wind ( not that they lost their first wind). Still, one has to pay attention to analysts, even if they don't know what they are talking about. I agree about EXDS but if the analysts are hyping it, perhaps one should buy in a bit for a ride up and get out at the first trouble. Of course, that's probably just what they want you to do. Analysts probably like EXDS because they have faith in Hancock. I'm guessing that EXDS treats their analysts really well too. HH