Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: robert b furman who wrote (49643)	7/24/2001 12:45:25 PM
From: Proud_Infidel	Respond to of 70976

Bob, .You know what wireless will be quicker - TI confirmed it tonight- noone wanted to hear that,Intel said Microprocessors had stabilized - no one wanted to hear that either. The spin on CNBC is only one way right now- negative.....seems that is the way it works. When it turns again, everything will be viewed as positive. Makes it all the more important to get the raw news releases and come to ones own conclusion instead of relying on a media outlet like CNBC. In general, Morgan has it right - they'll all come at once.Everyone will back -off until they're out and then run to the equipment makers and then double order(I see it in the car businee all the time). Capex reductions are similar to a compressing spring.....you can only push so far before it pushes back. I must however admit ,that in the midst of all your consciencious posts my favorite was why you bot JDSU.I don't have it verbatim but in a nut shell you bought it cause everyone else was selling. I believe my response to someone who asked for my Bullish case for buying JDSU was that I could not provide one. If that does not at least signal the proximity of a bottom, I don't know what does. I ramble as I do get tired of the noise polution.I do have a feel for your investment mentality and I just want to say, it is a pleasure reading your outstanding effort regarding news updates. Thank you....I only wish I had some more cash to spend. Right now I am saving for a trip to Maccu Piccu in September so have all of my energies focused there. Keep up the stellar posts yourself.....you know, the ones with compliments about me:-))))) Regards, Brian