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

To: advocatedevil who wrote (60534)	2/14/2002 6:07:55 AM
From: StanX Long	Read Replies (1) \| Respond to of 70976

AD, all the news I read still says, things are great, but I think another dip is ahead of us. It may not be in the $30s, but lower $40s, $43-45 should still be in the cards. I'm interested in other's thoughts on Flextronics (FLEX) TDWaterhouse list. They are a prime supplier in the Semi Equips as OEMs. IDEAS? Stan

To: advocatedevil who wrote (60534)	2/14/2002 10:21:22 AM
From: Sam Citron	Respond to of 70976

AD, You wouldn't want to change a strategy that works and is fun. Jacob keeps mentioning the possibility of switching over to B&H with a predefined target and I simply couldn't remember if you also entertained such an idea. After seeing you play on the stairs with such virtuosity from 27 to 47, making money even more often on the countercyclical moves than on the procyclicals, it would seem foolish to switch, unless you just wanted to try something new or had competing demands for your time and attention. Nevertheless, it is often worthwhile to benchmark performance and examine the numbers on a relative rather than absolute basis. Sam