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

To: John Trader who wrote (40025)11/27/2000 2:27:04 PM
From: Gottfried  Read Replies (1) | Respond to of 70976
 
John, so many highs stem from irrational exuberance that they make poor reference points. The Pimco fund you linked is doing amazingly well, given its technology weighing.

Re 'loading up': I wish I knew what to do. No doubt most of the upward leg of the SEMI equipment cycle is over [orders -based on time since the orders low].
What will the down leg look like? Could be quite different from previous cycles. I expect AMATs final low price to coincide with an orders low [as happened before].

Right now it's a trading stock for those who trade.

Gottfried



To: John Trader who wrote (40025)11/27/2000 5:16:01 PM
From: Biotech Jim  Read Replies (1) | Respond to of 70976
 
John-

According to MarketGuide, as of 9/30/00, Pimco was largely sold out of AMAT. I wonder if your source or my source is dated?

BJ


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