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

To: michael97123 who wrote (47448)	5/30/2001 8:56:56 PM
From: Katherine Derbyshire	Read Replies (1) \| Respond to of 70976

>>He claimed analysts too scared to do their real job which is to figure new technology into the equation and define winners and losers. << No one ever got fired for following the pack, and very few of these guys have ever seen a bear market before. I'll bet they're scared witless. I'm told that analysts at some of the smaller houses do very little original research. Their "analysis" consists of reading the reports from large firm (meaning more underwriting business) analysts and figuring out what the consensus opinion is. Katherine

To: michael97123 who wrote (47448)	5/30/2001 9:18:29 PM
From: John Trader	Read Replies (2) \| Respond to of 70976

Michael, It would be very profitable if we could figure out when, if ever, to buy into the optical sector. There seems to be a great disconnect in that area. On the one hand there is the argument that the build-out of the worldwide optical network over the next 5 years will be a huge event, and many of these stocks like JDSU & GLW are great buys here. The other view is that we are in a long-lasting capacity glut, despite the obvious fact that the internet will continue to grow at an incredible pace. Maybe some of the folks on this thread will be able to help sort this out. Since prices are way down in this area, I am looking for opportunity, but I realize my ignorance of this area. It blows my mind that these were viewed by analysts as must-have stocks back in September at prices that were around 5 times higher. Joe B. seems to be a perma-bull, but I like listening to him anyway. He seems like a nice guy. Just once, he ought to give a bearish view, but perhaps he has and I missed it. John