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

To: Gottfried who wrote (41090)	12/22/2000 11:47:15 AM
From: michael97123	Respond to of 70976

Feel the same way about wcom,bmcs,t,nite,lsi in here. They wont lead the pack up in a rally but should be able to get a kick from the end of tax loss selling. Sometimes that pop can be a significant percentage as the numbers they are at are so low.

To: Gottfried who wrote (41090)	12/22/2000 1:09:18 PM
From: mitch-c	Read Replies (1) \| Respond to of 70976

OT - <grumble> Let's not talk about LU or T. Have 'em both and wish I didn't - but not enough to sell now. Sort of like a pebble in a shoe ... annoying but not fatal. IMO, digital imaging and cheap storage is going to kill XRX the same way the PC killed IBM - too many senior people at the company are too invested in the "old" ideas. While they may give lip service to the new ones, they'll react defensively when the new technology cannibalizes their old ones' markets. IBM's big iron business foundered on the shoals of distributed desktop PC's, yet they kept pushing a conceptual model that relied on big, complex servers. It took a stock shock and a series of CEO's for them to discover and exploit another resourse - talented code jockeys. Xerox, despite touting the "Doc Center" concept with pseudo-Olympian commercials, is not doing much that I can't with a $100 USB scanner and a shared $3K color laser printer. They're trying to milk an old reputation the same way IBM did - charging a premium for the name. Their more agile competition will bypass them and cut 'em out on bang/buck ratio. Hubris kills. The only effect of LU's AVA spinoff that I see was two stocks cratering instead of one. Both Xerox PARC and Bell Labs have contributed to the e-world we have today ... but they must continue to (profitably) for the companies to survive. - Mitch (exiting rant mode.)

To: Gottfried who wrote (41090)	12/22/2000 1:24:35 PM
From: Ian@SI	Respond to of 70976

G., I wouldn't include either XRX or LU in those companies that I expect to show a 25% or better bounce from their recent lows. They have to be leaders with solid fundamentals already in place. Ian.

To: Gottfried who wrote (41090)	12/22/2000 4:50:34 PM
From: 16yearcycle	Read Replies (1) \| Respond to of 70976

G, update on experiment following 200w and 30w ma: covered 1x more amat at 37.375. Now down to 2x amat, 7x nvls and the 15 leaps. Net realized and unrealized gain on amat shorts is ~65x, while unrealized loss on nvls short has climbed to (edit)22x for a net gain of 43x on equips in two weeks. Obviously need NVLS to dip, but it ain't looking good. Also need amat to dip to cover and start accumulating the leaps. I still think we have time for this since these usually struggle near their lows for months, not weeks, BUT the ta says I should have bought the leaps yesterday on the solid break thru the 200w ma. ---------------- the problem is we are starting this tracking in between the two ma, but I want o stick with it anyway, because there should be god money made buying the leaps in here.