Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

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Dec 26 9:30 AM EST

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To: Big Bucks who wrote (14344)	4/14/2005 8:02:11 PM
From: Sam Citron	Read Replies (5) of 25522

It is hard to compete against the formidable resources and automatic trading programs of the pro's/funds/ financial institutions. It may not be easy, but I think we CAN compete. What it takes is flexibility and collaboration. Flexibility implies being as flexible in the allocation of capital as a hedge fund or a global financial institution. A top-down oriented asset manager first asks himself where in the world are conditions optimal for investment. Then, in what industry. And finally, in what companies. Effective collaboration implies a division of labor wherein each person contributes according to his time availability and skillset. Some are good at TA. Others at FA. Some have deep industry experience; others have deep experience in stocks, options, economics, etc. I think that if we want to compete, we need to work hard as a team to help find opportunity and avoid risk. If we cannot effectively cooperate in a friendly, open and intelligent manner, then I agree we do not have a chance. Sam

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