Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 234.58

+1.9%

10:34 AM EST

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To: Jacob Snyder who wrote (33680)	1/11/2000 7:50:00 PM
From: Robert O	Read Replies (2) of 70976

Bottom line though is you TOTALLY miscalled with this (and other posts). I can only hope no one was influenced to dump earlier or stay away as a result. From: Jacob Snyder Saturday, October 16, 1999 still bullish? still don't see any inflation? still waiting for the Fed to lower interest rates? wondering why 30 Year Treasuries are at a 2-year high? still singing, "future's so bright, gotta wear shades"? going for 3 out of 3? (I mean on your track record of being pound-the-table bullish at the market or sector tops) The end is nigh. AMAT on day of your post: 79.875 now: 120 13/16 NAZ on day of your post: 2,732 now: 3,921 % return in approx. 3 months: AMAT: 51% annualized: 204% NAZ: 44% annualized: 176% Seriously it would be difficult to find a better contrarian indicator. No offense, but it appears that 'p/e' ain't the 'right' (short-term) model after all. I mean you want to get in the 'dig' that your money is now in a safe place (mostly cash)... but apparently there is still a risk/return tradeoff in the marketplace that rewards staying power in times of volatile price movements. Ironically this same concept helps point to why you may have had exceptional returns in options ... they are significantly riskier! You make the long's 'buy and hold' point for us. Thank you. But it's buy and hold securities, not cash <g>. RO ps Can u even believe CSCO beats 'em all with a move from 67 to 106.5 in the same 3 months, 59% already! Nice.

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