Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 262.35

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2:24 PM EST

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To: Cary Salsberg who wrote (14374)	4/15/2005 11:48:40 AM
From: Sam Citron	Read Replies (1) of 25522

effective collaboration You are the one who awakened me to the power of this medium for effective collaboration on the Blood thread almost 10 years ago. Your discipline, integrity and absolute transparency combined with your experience in the semiequip industry make you a guru here. Nobody will dispute that. Over 90% of my stock holdings reflect my strategy and I have posted information about my purchases This transparency is absolutely essential. There are very few people who practice it the way you do. I don't feel that I benefit from any direct collaboration from members of this thread. This is a major problem for key contributors, a bit like the free-rider problem in economics. Semiequips are your industry and AMAT is your #1 company. That is how it should be. I think the way to effectively collaborate is to be more receptive to ideas from others within and without this thread on their domains of knowledge and experience. I have watched you attempt this briefly on the Biotech Valuation thread with Biomaven, but you rather quickly formed the conclusion that the industry was not to your liking and abandoned that thread. I am of the belief that we cannot afford to abandon any industry. I don't believe it is hard to compete against the pros, but my results since 2001 have been mediocre. You have had 5 very good years followed by 4 somewhat lean years. This reflects your rather narrow focus on 2 industry groups. I believe there were and are many significant opportunities outside these sectors and that it is rewarding to learn about them. You probably think that since you don't feel comfortable investing in something until you have followed it for 10 years, it is not worth the bother. I think you can speed up the research process a bit without paying excessive tuition to the market. Sam

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