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

To: Gottfried who wrote (50946)	8/21/2001 10:18:16 PM
From: Jacob Snyder	Read Replies (2) \| Respond to of 70976

Ah, um, yes, you caught me speaking my position. Last week, I bought EMC 2004 LEAPs when the stock hit 16. Also have stock, at........higher prices. IMO, when business spending picks up, it will not be across-the-board. Different sectors will come back at quite different times. Some may not come back at all. IMO, the first ones back (and I mean profits, not just sales) will be: 1. storage (not servers) 2. last mile alternatives to the RBOCs 3. wireless (less sure about this; I see no near-term killer app for wireless data)