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

To: michael97123 who wrote (51829)	9/10/2001 11:55:43 AM
From: Sun Tzu	Respond to of 70976

Thanks. This is good news considering their segment. I am very bullish on selected segments of Internet and telecom. I bought some Q today at the open (my order had been for 17 and I got a better fill than I asked for). GX is also acting well but not well enough for me to add to my position and tie up some capital in it yet. If it goes under 3 I'll buy hand over fist. BTW, there is something fishy about divergence of DISH and GMH. I am considering a move out of DISH and into GMH. My two largest positions remain KKD and BRCM (both of them short). good luck, ST

To: michael97123 who wrote (51829)	9/10/2001 12:50:23 PM
From: Sun Tzu	Respond to of 70976

Re Oracle earnings on thursday and there was no warning so perhaps good news there also... I forgot to say, Larry has been calling for a bottom for a while now and Oracle has a number of good initiatives on the way. As egotistic and obnoxious Larry is, I do believe in his leadership and he will be painting a glowing picture of future. However, anyone who listened to him and bought ORCL recently has lost money. So his bullish call will be viewed with suspicion, IMO. Going by the numbers is a different story. A number of companies in related sectors have warned (MANU the latest one). As well Oracle faces good competition on other fronts (PSFT for one and IBM for another). I am doubtful that the numbers will be that positive. How the market will respond will tell you a lot about the psychology. If ORCL rises even modestly, the odds that we've seen the bottom increase greatly. Consumer sentiment on Friday will be a very important number, IMO as well, perhaps more important than Oracle's CC. good luck, ST