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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (818)	3/15/2002 11:57:20 AM
From: Sun Tzu	Read Replies (1) \| Respond to of 25522

Here's the link to CHPC presentation asp01sea.activate.net if you replace the id in the link to other ticker symbols at the conference, you'll get their presentation. CHPC has tremendous growth potential and the fact that the new management improved the company over a very difficult period, gives them credibility IMO. Good luck in your trip and tell us all about it. If I can't be there with you, at least I can enjoy the trip by proxy. all the best, ST

To: Proud_Infidel who wrote (818)	3/21/2002 12:10:47 PM
From: robert b furman	Read Replies (2) \| Respond to of 25522

Hi Brian, Been out of pocket. Glad to catch you before you leave on your trip.I wish you great fun and safety. If you get to one of those cafe's by all means give us a shout. P.S. Cramer said "Tech is dead" in 98. I'll let history say the rest. A recognition that this sector is cyclcal takes only a month stock chart.Stocks that display trends that repeat themselves - are a thin of beauty. In the case of semi's - the patient can easily learn to enjoy these multi year but frequent cycles. Enjoy your trip and I'm sure you'll be safe as long as you don't encounter blind hatred.Please be defensively friendly. Bob