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

To: Steve Lee who wrote (63506)	5/7/2002 10:42:28 PM
From: kdavy	Read Replies (1) \| Respond to of 70976

Steve: LLTC and MXIM are two of the best managed, highly profitable, unique solution based product provider companies. Niether of these companies depend on one particular sector or a big company for their product. If I were to guess they do not sell more then 5% (guess)products to any one company. Their products go in almost every electronic product from dishwashers, stereos, mp3 players, phones, cars missiles to everything else. There percent profit margins are one of the highest in the market. Their products sell world wide uniformly in all the regions ie north america, europe, asia, japan. They are not dependent only on one region. 1. For the long term these are solid companies, cash rich, no debt, great product introduction each quarter. So buy these shares and to sleep for three four years (just like Cary does) 2. For the short term these are highly volatile. When market changes direction, you should see the percent gains in these stocks. Therefore, these are great short term plays, in both direction. You can short them or trade them long, you can make money. 3. By chance if you get stuck holding the shares, you want to be long and don't have to worry about losing you shirt. Of course you will have a rollercoaster ride. Currently I have only 5 stocks in my portfolio, and have some on margin. lltc, mxim, nvls,altr and orcl. I am daytrading amat for now. Price to sales ratio do not work with either mxim or lltc. My guide for buying: anytime PEG comes close to 2 I will put my money in. In short: solid, solid and solid May be tomorrow we will see some action. Good luck. kdavy