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

To: Jacob Snyder who wrote (42487)2/22/2001 7:06:57 AM
From: Berk  Respond to of 70976
 
I don't disagree with your points Jacob. I just think that AMAT will hold up better than the other players in its sector because of the reasons given. Sam made a good point on the inability to borrow stock of the other companies, though. Perhaps selling naked calls would be a better alternative. Just a thought.



To: Jacob Snyder who wrote (42487)2/22/2001 9:04:23 AM
From: Jerome  Respond to of 70976
 
Good Points,the best stock picking is 60% intuitive and 40% rational. The points about AMAT performing about equal to the NASDAQ are on the money. Posters forget that if CSCO, DELL, SUNW and and a host of others are in the toilet, AMAT will not be inflated with helium to rise above it all. This is a very broad based typhoon covering all geographies.

Jerome


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