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

To: Paul V. who wrote (48378)	6/23/2001 12:43:01 AM
From: Gottfried	Read Replies (3) \| Respond to of 70976

Paul, I know of no data as you described for those companies. That's why you should stick with semi equips.<G> BTW, IBD today featured this sector and 27 companies in it and OMITTED AMAT! That's another reason not to subscribe to that reactionary and mendacious rag. Gottfried

To: Paul V. who wrote (48378)	6/25/2001 9:55:34 AM
From: Kirk ©	Read Replies (1) \| Respond to of 70976

Is there any data available for JDSU, CSCO, EMC, like that which we have for the SEMI's (orders, shipment and BTB numbers). Sort of: Profitability -> their major customers are beeing looked at for viability. Many think some or most will go bankrupt. I read that WCOM, one that probably won't go bankrupt, has enough capacity in place to last them through 2008! For AMAT to hit new peaks, you want companies like MU and INTC to be making tons of money and capacity constrained. For the telecom and internet suppliers, you should look for the same thing... but some customers were NEVER profitable but they were projected to be and were spending like mad to build capacity. Now there is not much money available to build capacity to sell at a loss so.... From what I can see, how could the outlook get much worse? Of course, for this to be really priced in to the stocks you ask of, you'd look for them to sell at price/sales of 2.0 or less. BTW, the July Smart Money has on the cover "10 great Energy Stocks to Buy Now". Kirk