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

To: Tito L. Nisperos Jr. who wrote (38997)	10/31/2000 11:29:36 AM
From: Sun Tzu	Read Replies (1) \| Respond to of 70976

I think we have turned a corner on the chips and equipment. Barring bad news from CSCO on the 6th or from AMAT on the 15th, we should be rising for the next few months. Back end has bottomed but growth will be limited. The same goes for wireless guys. But the front end is going up. CYMI has been a good buy as has NVLS. AMAT should do well too, though my preference stays with NVLS. BTW, shorting RMBS on strength turned out to be a better trade than I expected. I closed that position today and will not take a chance on RMBS for a while. ST PS the surprise today is MU. I bought some at 28+ as a long term holding. Why it is rising today and in the face of all the bad news about it is a surprise to me. But it bodes well for MU and for SOX as a whole.