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

To: Gottfried who wrote (43996)	3/19/2001 8:42:15 PM
From: Shoibal Datta	Read Replies (1) \| Respond to of 70976

That's my point. Big money does not have the luxury of a common investor's time horizon. They are forced to measure themselves against monthly and quarterly metrics. This may not be the attitude of all big money fund managers, but certainly enough of them to matter. Can they justify holding a bunch of semis on their balance sheets if the semis are going to have a lousy quarter? Does the typical mutual fund investor know the intricacies of the semi cycle to know that it is the smart thing to do? Or are they just going to pull up the quarterly performance of the funds biggest holdings?

To: Gottfried who wrote (43996)	3/19/2001 8:57:14 PM
From: advocatedevil	Respond to of 70976

I was just reading through Reuters, and the list of companies warning today is huge. The weakening is clearly spreading across all sectors with news from the likes of Solectron, Corning, Entegris, Insight, ST Assembly, Electronic Arts, Plantronics, Semtech, Parker Hannifin, Air Products, Illinois Tool, Potlatch, etc. etc. Brian K. is going to have a field day. It certainly gives one pause, and I have to wonder what the current market environment would have been like if FD had not been implemented. AdvocateDevil