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

To: advocatedevil who wrote (42925)	3/2/2001 9:40:17 AM
From: Joseph Beltran	Read Replies (1) \| Respond to of 70976

advocate, IDTI warned last week. it'd old news. The point I want to make is that warnings will be rule for the next 3 weeks, not the exception. Personally, I think all the easy money on the short side has been made already and that the risk-reward ratio favors establishing a long position in the chip and chip equipment makers over the next 2 months or so unless we get signals that we are headed into a worldwide recession. Those who are taking (first-time) new short positions in these stocks may be able to scalp a few crumbs but as I said the big money has been made by the ride down from much, much higher levels. I think professional shorts are eyeing the energy sector for possible shorts now.