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To: ild who wrote (151204)2/14/2002 1:15:12 PM
From: KeepItSimple  Read Replies (1) | Respond to of 436258
 
Yeah, investor stupidity. The AMAT/BRCM/MXIM/XLNX clowns will collapse soon.

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Can anyone explain to me why all semi users (LU, NT, CSCO, JNPR etc) are near bottom and all semi cos are up a lot(AMAT, XLNX, MXIM etc). Is there a fundamental reason for that?



To: ild who wrote (151204)2/14/2002 1:21:02 PM
From: LLCF  Read Replies (2) | Respond to of 436258
 
AMAT is an equipment maker... supposedly leads the cycle.

DAK