Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 261.90

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Dec 26 9:30 AM EST

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To: Sam Citron who wrote (14345)	4/15/2005 10:43:47 AM
From: Cary Salsberg	Read Replies (3) of 25522

RE: "Effective collaboration" Most of my posts occur on the AMAT thread. Since 2001, I have followed a single investment strategy. My strategy includes views that range from the future technology landscape to individual company's competitiveness. I have formulated views of the industry and the nature of its growth. I have posted quarterly tables of capacity utilization versus the more familiar semi and equip revenue. Over 90% of my stock holdings reflect my strategy and I have posted information about my purchases. I don't feel that I benefit from any direct collaboration from members of this thread. I don't believe it is hard to compete against the pros, but my results since 2001 have been mediocre.

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