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Politics : Formerly About Applied Materials
AMAT 301.11+6.9%Jan 9 9:30 AM EST

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To: Jacob Snyder who wrote (50714)8/16/2001 5:03:56 PM
From: Ian@SI  Read Replies (1) of 70976
 
Jacob,

You normally display crystal clear thinking. This last post wasn't such an example. ;^)

re: When will sideline money reenter?

IMO, we will have to see solid evidence of a rebound in business conditions.

...

I am (this time) deliberately waiting for solid evidence of an upturn, knowing this means I will
probably miss the bottom (if I haven't already).


The market has correctly anticipated recoveries by about 2 Quarters in the past. I wouldn't really expect it to be different this time. For the non professional to get in close to the bottom, I believe he just needs to pick the best companies in a sector, buy, then come back a year or 2 from now to check how well the investment has done.

IMO,
Ian
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