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

To: Paul V. who wrote (58578)1/9/2002 10:36:34 AM
From: Cary Salsberg  Read Replies (1) | Respond to of 70976
 
RE: "I find this very unique."

CSCO is the "gorilla" in networking. Networking is the growth engine for chip consumption. AMAT is the "gorilla" in the tools for chip production.

So, CSCO and AMAT march hand in hand and it is nice to see that the market, seemingly, understands it.



To: Paul V. who wrote (58578)1/9/2002 11:32:08 AM
From: willcousa  Respond to of 70976
 
The funds have got to want to own a lot of both csco and amat at some point here. The volumes thru YE did not show accumulation to me. I haven't looked since. Maybe we are getting some action now.


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