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Politics : Formerly About Applied Materials
AMAT 249.89+3.1%Nov 26 3:59 PM EST

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To: Cary Salsberg who wrote (55213)11/8/2001 11:49:31 AM
From: Sam Citron  Read Replies (1) of 70976
 
Each of us must develop personal models for investing and then clearly post the models and the assumptions.

And of course the results! Right now I am getting creamed on my own hedge against irrational exuberance, a short position in BBY. Management last reaffirmed guidance reasoning that December is typically a strong month for them (duh). I have been betting that this December may be different, but don't know if I can hold on to my hedge until the results are in.

Sam
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