SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Applied Materials
AMAT 268.87+4.6%Jan 2 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: advocatedevil who wrote (47275)5/25/2001 10:41:17 AM
From: Cary Salsberg   of 70976
 
RE: "We believe there are two primary risks to our thesis," he wrote. "One, no seasonal
recovery due to reduction in consumer spending and two, prolonged and pervasive
economic malaise which could delay a 2002 global economic recovery."

I love this. The risks are that his superficial analysis might turn out to be complete bullsh*t.

RE: "...with a 12-to-18 month time horizon, with upside potential of 50% or more..."

I like 50% in 3 weeks a lot better. I suppose the buy and hold longs are thrilled to hear that the next up cycle will get them 50% from here!<G>
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News