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

To: StanX Long who wrote (47570)	6/5/2001 4:05:02 AM
From: StanX Long	Read Replies (1) \| Respond to of 70976

I have heard a lot of negative comments on the resent Applied Materials' commercial. The discussions have mostly centering on who are the intended audience of the message and the general knowledge of the audience. And the audience's knowledge of the Semi's Gorilla and his competition. I actually like both of the two versions AMAT commercials I have seen. The first a city in Asia and the latest with the Porsche. As I own and love my 911 Porsche I enjoyed the commercial. What is interesting is the thread's conversation (amat, blood in street, no clowns, and more) was suggesting to AMAT, why have a commercial where your customers and your future employees already know who you. All that I read, just past me by until a few moments ago when I heard a commercial for the NYSE, repeating "Right here right now". I then realized that I have heard this commercials dozens of times on CNBC and thought nothing much. But now comparing the two commercials AMAT and NYSE, makes me think of the discussions on the threads in respect to AMAT. But I never heard anyone mentioning this NYSE commercial, the intended audience or it effectiveness. Between the two big names (AMAT/NYSE), who would has a greater Total Available Market "TAM" and their Serviced Available Market "SAM". I would think the NYSE has a great % of the SAM for their TAM. Or not. Just a thought. Stan

To: StanX Long who wrote (47570)	6/5/2001 1:02:10 PM
From: Jacob Snyder	Read Replies (1) \| Respond to of 70976

ST trading: It looks like the 5/30 lows was a successful test of the bottom of the new trading range, for AMAT and NVLS. For AMAT, swing trading would be: go long at 50, short at 58. For NVLS, long at 48, short at 56. The productivity numbers are indicating that the 1995-2000 increase in productivity was cyclical, not structural. If this is true, then we should see a pattern of bad productivity numbers, and steadily rising inflation. Greenspan usually signals what he's going to do, before he does it (if it's bad news). When he starts talking about being worried about inflation, it'll be an indication this bear rally is about over. At the moment, I am 70% long stocks (all non-tech), 25% cash, and 5% put Leaps (in TXN). On a rally to the top of recent trading ranges, I'll add put Leaps. Beginning on 6/17, my long positions will begin to be in LT cap-gains territory, and I'll begin selling them in increments. In the current economic environment, 70% stocks (long, that is) is too much.