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

To: miklosh who wrote (62886)	4/18/2002 1:55:05 AM
From: StanX Long	Read Replies (1) \| Respond to of 70976

HI thread, I just returns front a trip to Austin followed by 10 days for vacation. Hope everyone's boat as held his or her course. The tide is rising. Looking for bottom fishing, I bought VRSN, CMVT, ORCL and AOL today at their lows. A few hundred each, adding to my AMAT, LU, SUNW holdings, it's a nice basket. Most of today’s buys have good PE, PEG and 52 week lows. With TI doubling UMC capacity, communications looks to be leading while PC is still dormant. Still only 59% stock and 41% cash, with 28% YTD gains, it feels pretty save, as I wait for the "sure thing" turn around. Good luck. Stan