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Strategies & Market Trends : Stock Attack II - A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Paul Shread who wrote (34017)	4/10/2002 10:43:17 AM
From: Terry Whitman	Respond to of 52237

Still working on the shopping list- but I gave a few of them there already: LU, ORCL, SUNW, CSCO, SBC I'm not a big fan of MSFT or INTC- but I don't think they are going away either. I'll probably stay away from PC co's. Just don't think there is a bright future there across the board. Some will make out OK- but too hard to sort them out 4 me. DELL and GTW both seem to be able to roll with the punches, so they may do alright. I like defense technology, of course- HON, UTX, LMT, RTN, BA. Haven't really looked much at wireless yet. Maybe someone can help us out there with some good picks. What do you think about AWE?

To: Paul Shread who wrote (34017)	4/10/2002 12:25:40 PM
From: The Freep	Read Replies (1) \| Respond to of 52237

Paul. . . <<and AMAT about a $2 stock (not joking on those)>> I'm just curious how you figure that. I know they're not growing right now (and may not again), but they are cash rich, almost entirely debt free, and actually sell a boatload of equipment, even in this decline. They have six bucks a share in cash and aren't bleeding it. So. . . I'll take AMAT at 2 bucks a share, thanks. Now, I won't TOUCH AMAT at 50, don't get me wrong. But I'd love to hear why it should be 2. That way, I'll save money if it gets to 10 and I think about buying <g> the freep