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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: Gottfried who wrote (30174)5/14/1999 6:37:00 PM
From: Sun Tzu  Read Replies (3) of 70976
 
>> Yes, but you expect rational valuation.

True. My biggest handicap in the market is that I can't understand madness easily. So I'd rather be early and sell into the madness of the crowd than to buy into the strength of the trend and play the momentum. As it stands, I feel I've missed the boat on AMAT, though there are some other semicaps which are still ok.

regards,
Sun Tzu
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