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Politics : Formerly About Applied Materials
AMAT 220.28-6.4%Nov 20 3:59 PM EST

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To: Proud_Infidel who wrote (14640)1/13/1998 9:48:00 PM
From: SMALL FRY  Read Replies (1) of 70976
 
Now, that's bullish talk! Welcome back.<G> And as usual, you present a good, eloquent argument. And I tend to agree that we're not free from all the SEA hype yet, nor are we going flank speed ahead to new highs from here on. I do believe however that, this being a "disoriented" market at best, we can be better served by playing SOME of our cards short term... and let momentum be our ally. At this point the market is euphoric, to coin Mr. Greenspan, and everyone who's sitting on the sideline is waiting for a spike. Could this be IT? Indications are that some bigger units are testing the waters.

Thus, we have enough here to carry us through earnings IMHO... then we'll see. If we're not there, we're real close... if this reverses in midair then I'll scrape some more powder to reload.

Regards,
SF

PS: I like your disclaimer... ditto!
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