Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Ian@SI who wrote (36887)	8/18/2000 2:54:53 PM
From: pat mudge	Read Replies (1) \| Respond to of 70976

Ian -- Look at the options table and decide where you think the MMs will keep the stock: dljdirect.com I suspect they've given up on 80 and are fighting to keep it below 85. Pat

To: Ian@SI who wrote (36887)	8/18/2000 4:55:21 PM
From: Cary Salsberg	Read Replies (1) \| Respond to of 70976

Ian, I would much rather be wrong and my 30% soar, than be right and my 30% crash. I firmly believe that the up cycle will last to 2002, and I understand the disappointment with the thrashing these stocks have received. I also know that disbelief in the cycle is what gets healthy multiples for these stocks. I don't want to address the economic indicators you listed individually, but I have a general feeling that they don't, necessarily, have a causal relationship with cycles, and that their recent trends may change. Cary