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


To: Sam Citron who wrote (52996)9/24/2001 12:49:05 PM
From: Cary Salsberg  Respond to of 70976
 
The market has been pricing these stocks to discount an upturn. I use historical data and I forecast sales and earnings levels that will likely be achieved during an upturn. I am more likely to sell the very cyclical semi-equips instead of the less cyclical semis.

I have used scaled up selling in the past.