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Politics : Formerly About Applied Materials

AMAT 249.89

+3.1%

Nov 26 3:59 PM EST

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To: Gottfried who wrote (41066)	12/22/2000 7:42:12 AM
From: Jerome	Read Replies (1) of 70976

Some ideas for making real money Part one: No matter where my money took off for (money heaven, purgatory, brokers pockets, or vaporization) I need to replace it so myself , my horses and mules can live the lifestyle we are accustomed to. Its been my observation that two stocks AMAT and NVLS about every 14 months trade at exactly the same price. This last happened pre-split for NVLS.(this is a very short term trend) If this happens again in the near term my idea would be to divide the number of AMAT and NVLS shares equally. Here is why I will be doing this. (decrease NVLS and buy AMAT... decrease AMAT and buy NVLS) 1)Both NVLS and AMAT are top tier companies with excellent outlooks. 2) NVLS seems to be growing faster than AMAT and if the news wires are correct NVLS seems to have an edge in the the move to copper. 3) Currently NVLS is holding support at 30 better than AMAT is holding support at 40. 4) On any recent up day NVLS responds better than AMAT. 5) Because I intend to stay strictly in this sector I would rather ride two good horses (or mules) than one. 6) On any given day NVLS is a better call write than AMAT. It have been this way for the past two years. 7) If either one of these companies moves sharply ahead your portfolio will be out of purgatory. This might be heresy for the one stock investor (AMAT) and the buy and hold crowd of the thread, but if You as an investor stand around waiting things to happen, get a warm pair of boots because its cold out there, and spring is some time off. If someone has a better idea just call it part two. Jerome

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