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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: The Freep who wrote (19470)	1/7/2002 8:29:26 PM
From: t2	Respond to of 99280

I won't dispute the valuation on Altera. I am looking at the worst performers in tech for 2001. NT, LU, TLAB, ALA, ADCT. So if these stocks have not moved up significantly, this may be a better area in tech--relatively speaking of course. Reopening shut down plants is not such easy decision if a company believes it will just be temporary; might as well find another supplier who has existing capacity to build up Corning's inventory. That must have been a consideration before they took the decision. I am not saying the bottom has been hit but you know when Paul Sagawa is saying positive things about Lucent and Nortel (but still relatively negative on Cisco), wall street has to be listening. He is the guy picked the top in the group and has been negative for a long time. I have just recently noticed some positive comments from him on the group. I am just more bullish on such names compard to the strong performers like NVLS, AMAT, MU, ALTR, KLAC types. (don't have these) Will be interesting. My favorite is NT. Even in November, I had not seen anything positive for this group and had avoided it--had opted for PC related group instead. The good news started only in December and therefore there have not been much time for the portfolio managers to make major moves--just my hunch. JMHO