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Politics : Formerly About Applied Materials
AMAT 336.87+1.3%3:59 PM EST
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To: John Trader who wrote (46190)5/4/2001 10:18:23 AM
From: Cary Salsberg  Read Replies (1) of 70976
 
John,

I don't short and I am over 50% in stock in my brokerage accounts, the rest cash.

RE: "I just think the valuation placed on the stocks is something the market decides..."

We do have a fundamental difference. I believe the market is the opposite of collective wisdom and hence the basis of my success is the superiority of my valuations.

Cary
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