Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 216.66

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To: Ian@SI who wrote (37035)	8/28/2000 6:50:06 PM
From: Cary Salsberg	Read Replies (3) of 70976

OT Ian, RE: "3 years ago, the "Blood" thread that you started played a substantial role in my decision making process; and helped me establish a very powerful portfolio foundation. For that, I'm still grateful." I am very happy it helped and I hope it helped others as well. I quadrupled my investment since 10 '98 and I sit with 70% cash. The ideas I set forth helped me, too. RE: "SI is playing an ever decreasing part in my decision making." I am a "one-trick pony". The values offered by semi-equips at the cycle bottom are incredible and I am almost content to wait for the next opportunity. I will be "retiring" from my software engineering position at the beginning of March '01 and I will depend on investment income. I will be able to devote more time to investment research and I wonder if you are willing to share what is replacing SI in your decision making. Cary

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