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

To: Shoibal Datta who wrote (44286)	3/22/2001 11:41:18 AM
From: advocatedevil	Respond to of 70976

- ST - SD, I think the continuous focus on the Dow slide is drawing attention from the techs. Couple this with those who were able to find something positive in the Micron news and it appears AMAT is benefiting (never mind that Micron cut its capex by $300M). I might have to hold on to this last play for longer than I planned, but I haven't changed my opinion (although I doubt I'll be increasing my position as I've already pressed the play once - I'll take the hit if I have to, but I won't risk more than half recent trading gains). Congrats to the AMAT bulls today! AdvocateDevil