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

To: robert b furman who wrote (50075)	8/2/2001 9:43:13 AM
From: Joseph Beltran	Read Replies (1) \| Respond to of 70976

O.T. CHECK out the short squeeze on ACTM this morning.

To: robert b furman who wrote (50075)	8/2/2001 12:45:41 PM
From: Pink Minion	Read Replies (2) \| Respond to of 70976

Business enterprise software sales will require servers and telecom equipment as BEAS,SEBL,ORCL all drive down prices and sell to the huge number of small companies as they learn to use the internet for their daily ordering and selling of products. Dude, if they haven't gotten on the internet yet they are too stoopid to breath. You just made my "bubblehead" list.

To: robert b furman who wrote (50075)	8/2/2001 7:03:04 PM
From: Qualified Opinion	Read Replies (2) \| Respond to of 70976

Robert, the major industry users of chips are under pressure due to substantial declines in revenue and earnings. The major industry users include PC makers, telecommunications equipment companies, general manufacturers and to a lesser degree the auto manufacturers. I wouldn't confuse the aforementioned with an attempt, by analysts, to ignite a summer rally in the stock market. I am avoiding the semi-equipment companies until their stock prices reach my target purchase prices. I have been through industry cycles of the past. To be kind, I will refrain from mentioning those prices. Currently, I am 100% in cash with a 57% total return year-to-date. I will be short term trading the ranges of other stocks.