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

To: James Calladine who wrote (49267)	7/17/2001 9:20:22 AM
From: michael97123	Respond to of 70976

Of U's and V's James, And watch out for the potential W in which we could get a tax cut/interest kick without followthru. Thats a worrysome scenarion imo. mike

To: James Calladine who wrote (49267)	7/17/2001 9:20:22 AM
From: michael97123	Respond to of 70976

Of U's and V's James, And watch out for the potential W in which we could get a tax cut/interest kick without followthru. Thats a worrysome scenarion imo. mike

To: James Calladine who wrote (49267)	7/17/2001 9:28:48 AM
From: robert b furman	Read Replies (1) \| Respond to of 70976

Hi Jim, Don't get me wrong - buying near the bottom and selling at the top is what it is all about.Most of my purchases were made in October(within the semi equip sector).None of the holdings are long term gains. This nice runup was stress free and very enjoyable. I'm in no way motivated to sell out on a short tem gain basis so I can hope to buy back cheaper.- even if it occurs. This is an "add to" trade time.It also offers an opportunity to shift some assets up to higher quality leadership names ie Amat and Nvls. Blind long term buy and hold is not the goal. Nibbling in waves a s the price declines is an excellent way to add to.I am also waiting for vix to get to a spike as a fine tuner(60's would be pull the trigger time but it may not happen). I'm amazed at how the news media hypes the fact that a turnaround won't happen till another 3-6 months out. Did anyone really think it would happen quicker.Let's face this cycle is the result of excess capacity AND an inventory overbuild that pumped up the year 2000 bonuses.Telecom never was expected to come back in 2001 and maybe 2003(huge debt loads need to be reduced by those with cash flow). So technology buys are the name of the game - that's no change. I like the discounts they are generating in the leading developers of tomorrow's most efficient equipment. Semicon's press releases on new equipment is what we should be focussing on - not future vision guesstimates.JMHO Bob