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

To: Jerome who wrote (52773)	9/21/2001 10:51:23 AM
From: kdavy	Respond to of 70976

Jerome, I follow pairs: mxim,lltc; altr,xlnx; amat,Nvls; I like both mxim and lltc. But if you have followed these companies lltc was the leader and mxim used to follow in valuations, revenues and profits. But for almost a year or so, mxim has outdone mxim. I favor mxim eventhough I trade both. By the same token for over 10 months or so the altr and xlnx charts have crossed and xlnx seems to be going down faster ( higher beta). Once the charts change the pattern I may switch back to xlnx over altr but for now I like altr better. Does it make any sense? kdavy