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

To: John O'Neill who wrote (31794)	8/10/1999 12:05:00 AM
From: Robert O	Read Replies (1) \| Respond to of 70976

Fellow 'O' in last namer: I've read your next few posts as well and feel your pain (nauseousness). Strangely, while each and every one of your points has some degree of merit, that is exactly why I'm now long... just recently in fact. It's uncanny how the market flows in the opposite direction just at the time it is least expected and just for the length of time required to drive almost all marginal (skittish) hands out. PLUS, when AMAT bucks negative naz days again and again I've learned to stop fighting it based on the reality of outside issues and realize it's being propelled for other reasons. Also, if your long-haul don't sweat the game playing in stocks like AMAT and CISCO. A lot of VERY suspicious activity occurs near earnings and options expiry. One thing is certain, a 1/1/98 $10,000 investment in CSCO is now worth about $100,000. Forget about the 'jukes' just stay loooooong. Oh and toss in stop loss orders just in case ;-) RO

To: John O'Neill who wrote (31794)	8/10/1999 5:15:00 AM
From: Duker	Read Replies (1) \| Respond to of 70976

OT**... freddy mac and fannie mae with derivatives to hedge against the many loans they have which are already under water ... ??? Perhaps you could walk me through how FRE and FNM lead to some derivative collapse based on a modest uptick in rates ... it would seem to me that there has been a precedent (or ten) for these companies to 'hold it together' in far more tumultuous interest rate environments ... without their retained portfolios blowing up ... without their securitized pools imploding ... --Duker