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Politics : Formerly About Applied Materials

AMAT 328.51

+1.9%

Feb 2 3:59 PM EST

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To: Jerome who wrote (45077)	4/5/2001 3:54:51 PM
From: Sun Tzu	of 70976

OT -- kinda MIT actually does have such a course (kinda). J Forester (sp) at Sloan created a Masters program based on computer analysis of business models and business environments. He's had some success in predicting some business that would take off like a rocket and blast into oblivion as well some economic forecasts. The idea of the program is to created "business designers/planners" in the same way that you have say airplane designers. Their job would be different than the pilot (president). Nor would they define routes (job for the CEO). They'd simply design a plane that could weather the routes you choose to fly. At some point in time Sloan school was planning to expand the computer model to create a "national" model of the whole economy and simulate it. I think that is a pipe dream and would never work. That I have looked for its predictions and found none, leads me to believe it was abandoned. But the program does have merits within its limits. As for the market, I thought SMH had bottomed in low 40s and got burned buying it on a rebound. So much for my TA. I think enough people have been burnt in the market that for the next couple of years the winners will be good fundamental value managers. I think we are bottoming out, but since there is no rush to buy the stocks, I am going to hold my judgement until I can get my hands on some decent data points. It seems to me though that buying your favorite stocks at these levels and selling covered calls on them is a good proposition. ...back to stealth mode... ST

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