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

To: Zeev Hed who wrote (51758)	9/8/2001 8:15:36 PM
From: Pierre	Read Replies (1) \| Respond to of 70976

I have taken a position (already in the red <g>) in NEWP around $16 which is not much above book value and plan to reestablish positions in the likes of NVLS, KLAC, CYMI and DPMI and continue and play "cat and mouse" with CCMP, that last one looks like one of the strongest in the group. Zeev, I noted earlier you had already closed your QCOM position. Will you be making that one a long term play at some point? I also noted you have come to believe, of late, it may not revisit its "natural home" in the mid 30s. Will you continue to play that one off the 47 resistance or will you make it a longer term play at some point? TIA. Pierre