Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 268.17

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3:59 PM EST

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To: zonder who wrote (69955)	4/23/2003 1:42:27 PM
From: chomolungma	of 70976

I do remember Sun Tzu asking you why you do not get out of USD assets and you not saying anything of the sort. That's how. Pretty shaky conclusion. I am long U.S. stocks and short the dollar. I think the declining dollar will help U.S. companies and their stocks. Why would I want to be long companies based abroad when I think that they will be losing business? Once again. A decline in the dollar is a good thing.

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