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

To: Cary Salsberg who wrote (62562)	4/1/2002 11:33:53 AM
From: Sam Citron	Read Replies (3) \| Respond to of 70976

RE: industry buy strategy & the weak sister problem Cary, When accumulating a position in 2 or more industry leaders using scale down buying and covered call writes (I am now thinking now of XLNX and ALTR, but the case could be extended to AMAT and the original 8 semi-equips), is it a potential concern that you may end up owning a disproportional share of the weaker sister(s)? If so, do you have a strategy for mitigating such risk? Sam

To: Cary Salsberg who wrote (62562)	4/1/2002 2:57:41 PM
From: Jacob Snyder	Read Replies (1) \| Respond to of 70976

OT: I, too, bought ALTR at 21 today. Looks like this area should be support. Still waiting for sells of AMAT at 55. Several other stocks are close to sell levels. I am now as diversified as I have ever been, with 11 equities (3 of those are fairly small, though, and several others will become small if they go up much more). I decided to just buy ALTR, and not XLNX. ALTR is up 50% off the 2001 lows, while XLNX is a double. Apparently, investors think XLNX's near-term prospects are better, while I can see no difference in their LT potential. But, I must admit, my knowledge of that niche is limited.