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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony, -- Ignore unavailable to you. Want to Upgrade?

To: Paul A who wrote (69953)	4/13/2001 8:27:15 PM
From: Ajay Aggarwal	Read Replies (1) \| Respond to of 122087

Don't forget the big guy, AMAT's new 300mm wafer technology and the move to increase line yields. Agree MU is RIMM-esque financial results dodger. Intel and AMD are dogs.

To: Paul A who wrote (69953)	4/13/2001 11:12:15 PM
From: ZenWarrior	Read Replies (1) \| Respond to of 122087

PaulA: Yes, memory pricing fell some week before last. But I'm not a memory player (I dislike commodities). I don't like MU and TXN nearly as much as the semi equip/testing stocks such as KLAC, LRCX, LTXX, etc (note the move to 300mm). Bottom line long term is that the world is far from saturated in chips. Even the U.S., king of chips, is still growing its chip usage into appliances, ever more gadgets, toys, etc. Heck, only 50-60% or so of U.S. consumers even have PC's. But it's growth in China, and elsewhere that will really spur growth. The Internet isn't going anywhere... companies not on the Net will basically die. I have no doubt about that. I see it everyday in my line of work. I'll give you this though: INTC is a key short term... I'll likely sell my chip related Calls before their earnings Tuesday night. But then again, LRCX had disappointing earnings, yet it still rose quite strongly yesterday. When everyone expects the worst, it's usually a damn good time to buy. I'm cautiously optimistic short term (believe we have at least 1 more day of upside though), but I most certainly believe it will be one of the best sectors for the remainder of the year. The fact that I've only heard 1 or 2 people agree w/ me tells me that I'm almost guaranteed to be correct. When everyone is negative... be positive. Reminds me of cable stocks a few years back. Everyone thought they were goners, so I was buying. Then MSFT bought a couple cable companies... they became the best performing sector of the year, or at least near the top. There is no way in hell semiconductor firms are closing shop anytime soon... it is the growth sector of the next 10-15 years+. You have your opinion, and I appreciate it quite a bit, but let me offer you an opinion from a guy who has been in a leader in the industry for 30 years heading various semiconductor firms: biz.yahoo.com Happy Holidays, - Zen