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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?

To: William JH who wrote (12509)	2/19/2002 11:24:01 PM
From: The Ox	Respond to of 23153

Hi William, I did not perceive anything negative in your post and certainly nothing came across as "against" me. I hope my response didn't come across negatively either. Warp, My reaction is to stay away from the stocks that have held up while their associates have fallen. I don't know that I would be picking on AMAT, since I think that the weaker cousins are probably much "safer" shorts. You can almost throw a dart at the semi equip small/mid caps to find a "good" short candidate under the current market environment. Not that AMAT won't drop from here, I just believe that there are better places to be short.