Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 226.05

+1.3%

Nov 14 9:30 AM EST

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To: Ian@SI who wrote (49117)	7/12/2001 3:11:30 PM
From: Jacob Snyder	Read Replies (1) of 70976

re: "Their model worked very well for the first couple years or so".....and then...."any semblance of control vanished".....and then....."near-disaster": That is exactly the outcome that should be expected, in a highly leveraged model, run by very smart people who seriously overestimated their ability to predict the future. That progression, and that model, describes what happened to LTCM...and what happened to a lot of tech companies in 1995-2001......and what is happening to the NAS.......and the global economy.

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