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

To: Ian@SI who wrote (44763)	3/29/2001 9:51:46 PM
From: Proud_Infidel	Read Replies (3) \| Respond to of 70976

Ian, I think this is the wrong time to be buying into that sector That's me style! LOL I initiated a position, though not a large one(by AMAT or LRCX standards), simply because the estimates coming out now are guesses and nothing more. The time to buy in at points of maximum pessimism and great uncertainty. We are close if not there IMO. And because this will remain a LT holding, I really do not care if we fall a bit more in price. Re: visibility Last year around this time TSMC came out and said it was booked through 2002. That all dramatically changed and very quickly at that. I believe the same will be true whenever we turn around. FWIW, I fully expect all the CSCO longs will most likely suffer from the stock gods tomorrow as they know I now hold a position.....for this I am truly sorry:-) Regards Brian