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

To: Jacob Snyder who wrote (61564)3/6/2002 2:28:56 PM
From: Jan Crawley  Read Replies (1) | Respond to of 70976
 
And there is a strong correlation between semi-equip bookings and semi-equip stock prices

Hi Jacob,

My problem is that - Sox is leading but there is only a few distant second(s). Seems to be a narrowly concentrated effort. Comments?



To: Jacob Snyder who wrote (61564)3/6/2002 7:19:39 PM
From: Cary Salsberg  Respond to of 70976
 
Ideally, you don't think ALTR, but ALTR, XLNX. I have advised XLNX if only one is picked, but the market is pricing that in.

Look at ALTR and LLTC if XLNX seems too expensive.


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