Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 299.80

-1.7%

11:31 AM EST

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To: Cary Salsberg who wrote (48039)	6/17/2001 1:20:39 PM
From: michael97123	Read Replies (1) of 70976

Cary, I dont doubt you have posted all that you say. It is impossible for me to keep track. But as i remember it you had long term portfolio that wouldnt be touched and then you sold amat. You had buys on cisco at close to 19 and then that turned out to be odd lots to round up. I didnt get that. When prices got close to many of your buy points you suggested you were going to lower the buy points and so on. Thats exactly what i did in Y2k when i failed to unload at prices i said i would. It is just not clear to me what you do. I dont doubt that you have done better than I but i dont see a strategy in all of this. Much of it strikes me as timing and luck and is expressed with much self promotion. Why dont you start a newsletter. I might subscribe. . mike PS Your quoting of Nortel CEO about lenghth of recession was laughable. Look at what he said in March of 2000 and see how that prediction turned out. These are the same folks who we chastise for being the ones who loaned all that money to customers and so on. Now its the holy grail.

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