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

To: Sampat Saraf who wrote (51576)	9/6/2001 1:19:57 PM
From: Sun Tzu	Read Replies (1) \| Respond to of 70976

OT -- Sun Tzu's buy list Well that really depends on your time horizon and risk tollerance as well as market conditions. I used to be very active in the now abandoned Art of Investing thread. And the theme I tried to drill down was it is time horizon more than anything else that matters. In any event, I don't like to recommend long or short positions in stocks because the market dynamics can change and then I'd feel obligated to post updates for the trading activity. That said, I can tell you what I'll be buying when I see some stabilization. I will start with networkers like NT and perhaps CIEN. Then I will move on to DSP and cell phone guys like DSPG, NSM, and TXN. Special mention here to QCOM, assuming the standards will not turn against them, they will be the single best stock to have bought at these levels. Also, at some point in time ERICY will be a great buy no matter what price it is at. So that one is a question of timing the business turn around. I also like chips more than equipments. MXIM and IRF are my favorites there, though there are many more good companies to choose from. I fully expect businesses to start spending on B2B and B2C infrastructure next year. This is something that makes sense regardless of economic conditions. So some time in December I'll look at the survivors and buy a whole bunch. GX and to a lesser extent MFNX (and whoever buys out EXDS) are my other favorites. GX is a survivor and I'll buy hand over fist if it hits $2.50. On a long shot, I am also looking at USIX and CRIO. Q, WCOM, and AOL are also on my buy list. Last but not least, if Nasdaq hits 1300, I'll buy a ton of far at the money bull spreads (or if I can futures). I hope this is enough and sure hope that I'll generate enough cash to buy them all if they hit my target prices. good luck, Sun Tzu