Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 226.05

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3:59 PM EST

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To: Gottfried who wrote (43996)	3/19/2001 8:42:15 PM
From: Shoibal Datta	Read Replies (1) of 70976

That's my point. Big money does not have the luxury of a common investor's time horizon. They are forced to measure themselves against monthly and quarterly metrics. This may not be the attitude of all big money fund managers, but certainly enough of them to matter. Can they justify holding a bunch of semis on their balance sheets if the semis are going to have a lousy quarter? Does the typical mutual fund investor know the intricacies of the semi cycle to know that it is the smart thing to do? Or are they just going to pull up the quarterly performance of the funds biggest holdings?

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