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

To: Tito L. Nisperos Jr. who wrote (49975)	7/31/2001 12:01:00 PM
From: michael97123	Read Replies (1) \| Respond to of 70976

Tito, Chips leading equipment today and that is a good thing. If chip business is in fact picking up, we should reap the harvest further out. We led the way earlier because of intel capex and now we may trail for awhile but when everyone awakes to the fact that there is some catching up to do, particularly with Intel, we should do just fine. mike

To: Tito L. Nisperos Jr. who wrote (49975)	8/1/2001 11:03:50 AM
From: Tito L. Nisperos Jr.	Read Replies (2) \| Respond to of 70976

Speaking of Visibility, Osha of Merrill Lynch just got his "Just Woke-Up" Visibility. Gerald Klauer Mattison, if reports that his company is a Wine company, should sleep until 2003; if he wakes up now, he will have a "Groggy" Visibility. Anyway, we Bulls who did not lose any Visibility by buying Low expecting for that Big Time gain later are patiently waiting for the others to Open their Eyes Wide Open. Next time we'll see another Paid Analyst improving by having "Foggy" Visibility, the others with "One-Eyed" Visibility. Eventually the Followers of the Blind will come to their senses.