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

To: Sampat Saraf who wrote (55004)	11/1/2001 5:01:31 PM
From: Jacob Snyder	Read Replies (1) \| Respond to of 70976

re: Any ideas on stocks which has risen first and fast in this recession similar to NTAP? JNPR has made a huge move. However, I think that sector will be the last, not the first, to come back. And I think there is a good chance that CSCO eventually does to Juniper what they did to Bay Networks. So I'm still patiently watching and doing nothing there. QCOM is a good bet for an early mover. Cellphone sales are going to hold up better than about anything else, and grow faster. QCOM owns the best technology, even if the only killer app for cellphones is (still) voice. And eventually data services will take off (2004?). TXN is making noises that their business is bottoming in 4Q01 (hopefully, maybe, the lord willin' and the river don't rise). I think they'll do better than Intel. MSFT and IBM have held up amazingly well this year, but, IMO, the rosy scenario is already in the stocks (never left, actually). The Law Of Large Numbers is against them.