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

To: Will Lyons who wrote (54375)	10/21/2001 8:02:24 PM
From: Zeev Hed	Respond to of 70976

I like TRKN as well here (as I mentioned to you late last month on the TRKN thread), but it may take time to be rediscovered. A lot of people got burnt on this one when PMAT acquired Electrotech few years back and renamed themselves "Trikon" (see for instance #reply-1909899). By the way, I am long TRKN here. Zev

To: Will Lyons who wrote (54375)	10/22/2001 12:00:13 AM
From: Jerome	Respond to of 70976

...Growth vs Value....and the current market... In normal markets your theme statement is correct. >>>5 In roaring bull markets lower priced stocks outpaced the higher<<< But we are not in anything like normal markets. The hazard you face is this...if the market crashes further (because of all the economic bad news) the major big cap stocks will go down with the market and the small cap value stocks will go down even faster. Now we all know that big boats sink just like small boats. But hopefully the big boats take longer to sink. And while my big boat is sinking I'll be formulating a plan "B". Regards, Jerome