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Politics : Formerly About Applied Materials
AMAT 267.26+4.0%2:02 PM EST

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To: StanX Long who wrote (58608)1/9/2002 11:21:49 PM
From: John Trader  Read Replies (1) of 70976
 
OT - In latest Forbes Tom Siebel predicts tech will take off. Sorry, I don't have an online copy of the article. Interesting story of amazing success at his company, how he used his own software to predict the tech downturn, and how this same software is now predicting a tech takeoff.

Here is the link to the Forbes site (need subscription to get article - maybe you can catch the hardcopy).

forbes.com

Another link:
Message 16884335

On-Topic:

Well, I did not lighten up on AMAT in the mid 40's after all. Was thinking of it today though. The next few days should be interesting, either we go down after bouncing off 2100 on the Nadsaq, or we power through to new local highs in a few days. This could be a time to sell or short AMAT, but I will most likely hold on - would hate to miss a run above 50. I will be watching to see what others do on the thread, however. I have sold AMAT a few times and bought it lower each time, wouldn't mind doing that again if it looks like the timing is right.

John
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