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

To: Jacob Snyder who wrote (33680)	1/11/2000 3:46:00 PM
From: Proud_Infidel	Read Replies (2) \| Respond to of 70976

Jacob, I know most of the regular posters on this thread think I'm an arrogant idiot. But just remember that I'm a rich arrogant idiot, Somehow knowing this makes you feel better?!?! You must not have much self-esteem if you feel the need to "prove" yourself to anonymous posters on the internet by posting your returns. Best of luck in life.

To: Jacob Snyder who wrote (33680)	1/11/2000 4:34:00 PM
From: Wildstar	Read Replies (1) \| Respond to of 70976

Jacob, Nice investments. You bought AMAT at the cycle bottom, had a plan in case it wasn't the cycle bottom, and you sold when things look most optimistic. And you made a whole lot of money. Can't do much better than that. Congrats.

To: Jacob Snyder who wrote (33680)	1/11/2000 7:50:00 PM
From: Robert O	Read Replies (2) \| Respond to of 70976

Bottom line though is you TOTALLY miscalled with this (and other posts). I can only hope no one was influenced to dump earlier or stay away as a result. From: Jacob Snyder Saturday, October 16, 1999 still bullish? still don't see any inflation? still waiting for the Fed to lower interest rates? wondering why 30 Year Treasuries are at a 2-year high? still singing, "future's so bright, gotta wear shades"? going for 3 out of 3? (I mean on your track record of being pound-the-table bullish at the market or sector tops) The end is nigh. AMAT on day of your post: 79.875 now: 120 13/16 NAZ on day of your post: 2,732 now: 3,921 % return in approx. 3 months: AMAT: 51% annualized: 204% NAZ: 44% annualized: 176% Seriously it would be difficult to find a better contrarian indicator. No offense, but it appears that 'p/e' ain't the 'right' (short-term) model after all. I mean you want to get in the 'dig' that your money is now in a safe place (mostly cash)... but apparently there is still a risk/return tradeoff in the marketplace that rewards staying power in times of volatile price movements. Ironically this same concept helps point to why you may have had exceptional returns in options ... they are significantly riskier! You make the long's 'buy and hold' point for us. Thank you. But it's buy and hold securities, not cash <g>. RO ps Can u even believe CSCO beats 'em all with a move from 67 to 106.5 in the same 3 months, 59% already! Nice.

To: Jacob Snyder who wrote (33680)	1/12/2000 6:43:00 AM
From: Tito L. Nisperos Jr.	Read Replies (1) \| Respond to of 70976

Jacob and Others, To Jacob: From 3.875 to 90 --- that's 2222 % change! Or 900K dollars for a less than 40K dollar investment in just over a year. That LEAP exceeds my expected 4 dollar to 80 dollar performance for an AMAT LEAP (actually, our Benchmark LEAP --- the Jan '00 30 now renamed ANQAF and about to expire next week hit 100 yesterday when the stock was just a shade below 130). Should be interesting how much more that ZNLAT (Jan 2001 40 Call) you sold is going to go with still a year left. To Others: I can only imagine how rich you have become by investing in AMAT Leaps last year and patiently waiting for the stock to reach above 100. Patience while believing fully on what you are doing has its rewards. My Spy has been busy buying AMAT LEAPs (whenever the stock retreats 10 to 20% from the All Time High) for his retirement from spying on the AMAT Staircase Construction Workers. That's why I can't get any input from him yet about how far he thinks the workers are going to climb this year. So, I can't give you my figures yet. Anyway, judging from his enthusiasm in acquiring AMAT LEAPs, I can say --- he is extra Bullish! As you know, my Spy's input holds a lot of weight in my Predictions about AMAT. During the previous 2 years, I missed. In 1997 the actual 108 3/16 high was 14% off my 126 prediction; in 1998 the 46 11/16 high was off 22% from my 60 prediction... but in 1999 I was lucky, thanks a lot to my Spy: --- my 120 to 130 prediction for the High for the year was Right On Target. It helped also for me to have widen the Bull's Eye (120 to 130 instead of saying 125) minimizing the chances of missing the wider Bull's Eye. Happy AMAT LEAP Investing!