Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 226.05

+1.3%

Nov 14 9:30 AM EST

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To: MrGreenJeans who wrote (26652)	11/24/1998 10:58:00 AM
From: Katherine Derbyshire	Read Replies (2) of 70976

>>Ramsey's concerns are valid concerns They are not valid. This is the greatest bull market in our lifetimes and the advice he is giving is bankrupt! Southeast Asia for example represents 6% of the world's economy by one measure...Russia has a $25 billion dollar economy small by some standards...and so on...get a grip on the facts.<< Why are you so offended by his comments? If you're making more money than he is, isn't that enough for you? Southeast Asia is a small fraction of the world economy, but until very recently Korea was buying a very large fraction of the world's semiconductor equipment. The state of the South Korean economy (poor) should be of considerable interest to any AMAT investor. Russia is a small fraction of the world economy, but Russia's default is directly responsible for huge losses in the financial sector, the demise of Long Term Capital Management, and that market implosion back in October that everyone seems to have conveniently forgotten about. The market, which is never wrong, thought Russia was important in October, and very little has changed in Russia since then. Now, I'm in the market and counting my profits right now in spite of all of this, but that doesn't mean Ramsey's concerns aren't valid. It just means that the market isn't thinking about them right now. IMO, a wise investor would be very careful with profit-protecting stops. Katherine

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