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To: Mark Adams who wrote (67616)	2/14/2001 1:13:50 PM
From: LLCF	Read Replies (1) \| Respond to of 436258

That's my point... those close to the industry talk about each little [or large] "semi-cycle" tied to Moore's law [reduced line widths and increased wafer size, etc] with little regard to the 'real economy'. Meanwhile the major tout is how "chips are in everything now" creating ever increasing demand and the continued drive to .00001u hence demand for new semi-equipment. Well, what I'm talking about is an overall recession when you can't sell "everything". DAK

To: Mark Adams who wrote (67616)	2/14/2001 1:15:23 PM
From: patron_anejo_por_favor	Read Replies (1) \| Respond to of 436258

<<K winter is bad. I look at each position, and ask myself, how bad will I be hurt if it goes to zero? Then I hope the don't all go to zero...>> Ignore Luc. The AMAT bounce trade was a good idea (much like the Sicko bounce trade last week). Just don't think of holding ANYTHING 5 years in this environment, especially tech. The whole idea of tech being awarded a PEG premium relative to the market is absurd, nothing traditionally has shorter product cycles and therefore less visibility as to earnings over 18 months out (not to mention new disruptive technologies threatening to take out businesses and even whole sectors entirely at every turn).