Formerly About Applied Materials Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Applied Materials

AMAT 262.92

+0.4%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: advocatedevil who wrote (59696)	1/30/2002 11:21:11 AM
From: Sam Citron	Read Replies (1) of 70976

OT I respect your concern for thread pollution, yet feel it is sometimes beneficial, at the risk of occasionally straying off topic, to get a better idea of how your ST AMAT trading tactics (which are among the most sophisticated that I have seen) fit into a more comprehensive LT portfolio management strategy. It was courageous of you to catch the falling knife yesterday, so I think it is worthy of a sidenote. That said, I certainly do not want to distract you in any way from your lucrative pursuit of ST profits, so would be happy to postpone the discussion of TYC to AH, if that would be more convenient for you. BTW, I would mention that Harriet Baldwin, an analyst at Deutsche Alex Brown, just came out with a spirited defense of TYC, saying that their cash flow and free cash flow numbers are strong and growing, and that the company doesn't fit the profile of a company that "implodes". She did disclose that her firm has done investment banking business with TYC. Sam

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next