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

To: John Trader who wrote (48043)	6/17/2001 9:41:30 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

John, . I think part of the argument is that applications will come along that have not been created yet, just like as has occurred in the computer world. I think you hit the nail on the head. This is a big reason why it is futile(IMO) to project IC or FO sales 3 to 5 years down the road. That is part of the reason my investment strategy has been a simple one: Buy great companies at attractive prices and close your eyes. Trying to guess what is just over the horizon has proven a losing game for many. BK

To: John Trader who wrote (48043)	6/17/2001 5:12:11 PM
From: Jacob Snyder	Read Replies (1) \| Respond to of 70976

John, thanks for your comments. I'm constantly thinking about these issues, and I agree it's all connected. AMAT and EMC's fortunes are tied to whether killer apps for 3G happen, and whether there is a need for all that fiber to be lit. I am not at all certain of my current opinions, whether macro, sector, or company. The more experience I get at investing, the less certain of myself I become. My fixed plans are splintering into an array of contingency options.