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

To: mitch-c who wrote (48203)	6/19/2001 7:34:02 PM
From: Sun Tzu	Respond to of 70976

Mitch we are in agreement that the 30s are gone. I think going forward the range will be 40s~60s. I am not sure what the street will make of the SEMI btb (now or for the rest of the year). The way I see it, in a not too distant future the comparison will become so easy that the bookings will increase faster than the billings. While I will buy in the anticipation of such number, I will sell once the rally fizzles. I will be a trader until I see a meaningful increase in chip shipments, or some good news (real good news not just stock movements) from the likes of NT. BTW, shorting is always riskier than going long. I don't shy away from it, but I keep in mind George Soros' saying "I've lost more money in shorts than in all other activities combined". I think Jimmy Rogers once said a similar thing too. And I don't consider myself better at it than they are. ST