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

To: t2 who wrote (56945)	12/4/2001 7:45:42 PM
From: trilobyte	Respond to of 70976

NewVision, a sector that has behaved "exactly" as expected is the GaAs and InGaP producers that supply the cellular phone and fiber optics industry. They fell late and they fell hard, but in clear cause-and-effect relation with the slowdown in the above mentioned industries. Two good examples I have in mind are AXTI and EMKR. If you believe (as I do) that the upturn in the cellular phone sector has just begun, then it is a great time to buy AXTI. For the semi-equips, this last downturn started way early and has put in a double bottom (dec 2000, Sept 2001) of sorts. I did add to my AMAT at 28$ in september but have for the most part been underweight my traditional position in this sector in favor of the GNSS, ESST, of this world. Good points on shorts/margins and good luck, T--