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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?

To: cnyndwllr who wrote (1519)	3/13/2001 5:19:35 PM
From: Gottfried	Respond to of 23153

Ed, I'll thank you if in the future you don't post about the attractiveness of California. Crowded enough as it is, and the power outages, earth quakes, stupid politicians, tree huggers, freeway congestion etc. Gottfried

To: cnyndwllr who wrote (1519)	3/13/2001 5:19:56 PM
From: ItsAllCyclical	Read Replies (3) \| Respond to of 23153

Look at PHTN 5 year chart (Also, random thoughts on AMAT vs CSCO) quote.yahoo.com $2 just 2 yrs ago. Based on the new estimates $8 or less is certainly possible for this co. Trading at $15 after hours, but it'll probably trade up a little tomorrow from that level. If world economic spending retraces (as CISCO's CEO talked about seeing the start of it last Friday), then this puppy retraces all the way back to $2-4 when you factor in technicals and tax selling this fall. I'm kind of amazed that AMAT and many of the other semi's are holding up. Could be that the big boys will continue to pick up orders at the expense of the marginal players. When parts were hard to come by you'll buy from whomever you can, now that orders are pulling back the little guys will get crushed. AMAT at $25 sometime in 2001 seems more and more likely. Given the market cap and earnings of both I'd much rather have AMAT at $20-25 than CSCO at $15. I think JNPR and others will continue to eat Cisco's lunch. Cisco has very little R&D of it's own. It's always counted on it's bloated stock price to purchase small co's up and coming R&D. Alas, no more. I think once techs do finally bottom the best co's to own will be those in the 5-25 billion market cap range for both upside and safety. Just as a general rule of course.