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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (31748)	8/6/1999 1:24:00 PM
From: Wanderer	Respond to of 70976

Gottfried, I don't know any of the details of nvls, but I agree with you. It's been my experience that there is probably a good reason that we don't know about. Would be especially concerned if any of the selling is by insiders. That would be worth checking out. Wanderer

To: Gottfried who wrote (31748)	8/6/1999 2:27:00 PM
From: Proud_Infidel	Read Replies (2) \| Respond to of 70976

OT It is utterly amazing to me why anyone would pay for a TSC subscription. Here is a Cramer article(from the trial version) with no insight whatsoever into any of the stocks he is talking about. A chimp could have written this article; he, even I could've<GGG>. Lately it seems, to me at least, Cramer only likes stocks which have a decided uptrend in place, regardless of valuation. Advice for Cramer: Catch up on your reading and maybe you'll understand we are in the beginning of a multi-year capex cycle, a cycle which historically has not been impacted by rising rates. Not to mention firming DRAM prices, strong PC demand, fab utilization rates which are rising at a fast pace, foundries booked through mid-2000, etc etc etc. Do I have to draw a picture for you? And you actually charge for this drivel???? How do you sleep at night? ************************************** Why does Micron (MU:NYSE) mock us with its strength? Is Seagate (SEG:NYSE) trying to fool us into playing? Is it the siren song of Intel (INTC:Nasdaq) that makes me so on edge? Or the strength in Applied Materials (AMAT:Nasdaq)? Jeff Berkowitz, my partner, calls stocks like these -- the ones that rally when they shouldn't -- "arrogant stocks," as in, the arrogance of the buyers who think they know more than those of us not participating. I try not to personalize it. Life's too short. But the arrogance comment does capture so much of what you have to feel about the scattered strength on the face of a backdrop that is just OK: a presumed tightening, a worse-than-expected productivity report and an underwriting market that comes back to life the moment that Ask Jeeves (ASKJ:Nasdaq) rallies 1/8. For me, I catch up on my reading, check out some new names, do work on some out-of-favor cyclicals that could be the next Union Carbide (UK:NYSE). And I stew about the arrogance of the Junipers (JNPR:Nasdaq).