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

To: Donald Wennerstrom who wrote (62190)	3/19/2002 10:59:36 PM
From: Sun Tzu	Respond to of 70976

> It is probably time to invest in the sector!! You are right if you are willing to keep the money dead for at least a year. NT would be my pick in the sector, fallowed by Ericson, and the riskier QCOM. The issue IMO is 3G (and possibly WB). Since no one has enough money to start these and that even if they wanted to it would take a while to bring the wheels into motion, I see no reason to rush investing in the segment. But just as I am predicting dead money for a year, I am also predicting 4x gains in 4 years from now. So if you are patient and have faith that there will be no major shocks to the industry over this time span, then buying these stocks now is a good investment. ST