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

To: StanX Long who wrote (53133)	9/25/2001 3:22:17 PM
From: Jacob Snyder	Respond to of 70976

re: JNPR cheap: No. That industry is going through a long, severe downturn, and it isn't anywhere near over. The big and well capitalized will get bigger, and the smaller, niche, second or third tier companies will fade. I bought CSCO LEAPs, when the stock was at 15.9 and 13.1. I will sell the higher-cost lot, when/if we retest 16 and 19. I will buy more LEAPs with the stock at 13 and 10. CSCO will be a survivor. In this environment, you only want to be holding certain survivors. Not "maybe's".