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To: Berk who wrote (1488)	7/30/2002 8:05:13 PM
From: advocatedevil	Respond to of 13403

OT - RE: "AD, would you mind expanding on the "I don't like what I'm seein' in the equipment sector right now" comment? I know I don't like the price action. Is this what you are referring to or the fundamentals?" Dick, I was referring to capex cuts from TSM, STMicro, UMC, etc., reports of push-outs by Intel, lowered forecasts from VLSI and Dataquest, cautious comments from NVLS, KLAC, etc. I suspect I could add more to the list if I gave it more thought. It feels like Q3 could end up fairly weak with the pace of upward growth stalling here. Visibility remains uncertain for Q4. I'm being cautious because sector valuations could still be considered high and that's a significant concern for many investors at this particular point in time. Please note that my comment was made in response to a question about daytrading over the next month. Long term I remain OK holdin' on to my AMAT position. AdvocateDevil