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Politics : Formerly About Applied Materials
AMAT 322.73+6.1%Feb 6 3:59 PM EST

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To: Cary Salsberg who wrote (44731)3/29/2001 11:51:05 PM
From: Jerome   of 70976
 
OT: ....JDSU....CSCO...GLW...

I looked at all three this morning and decided to go with Corning (GLW). I see nothing wrong with any of these choices that a little time will not heal. Earlier in the week I bought a little Flextronics. Looking back at my records I see that I usually buy things about four to five weeks too early. I just can't break that habit, so get ready for a Memorial Day rally. At this point I would not put a whole lot faith in TA or FA. This market just hates any kind of analysis.

But as another mathematically inclined poster pointed out....if your portfolio drops by 20% a day for five days, you will still have 33% left to mess up. So whats there to worry about?

Jerome
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