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

To: Ian@SI who wrote (37201)	9/9/2000 2:17:09 AM
From: Grashopper	Read Replies (2) \| Respond to of 70976

''IT'S is no wonder that they bounce from opinion to opinion without any regard for its source , accuracy, or relevance''..............right on point!!!!!!!.........but since perception is or will become reality it is rather useless for us to complain about the pack mentality but instead we should try to anticipate it and profit from it......take my case on opening this morning i held 1500 amat acquired at 73 and was the author of amat SI post #37194 where i anticipated sfam warning late Thursday might hurt amat on Friday so did i sell my 1500 amat at open for 78 15/16 and re-enter at $3.50 A SHARE LOWER NEAR CLOSE FOR a $5k enhancement of my portfolio?.....No i did not act on my perception of the mass mentality but held my hand for a $5k paper loss reduction of value in my portfolio........since those of us who do not learn from the lessons of history are doomed to repeat the lesson, i for one intend to act differently next time around.....perhaps those guys on SI ''Steve's channelling Thread'' HAVE THE RIGHT IDEA when they are in and out of stocks faster then we can say Jackie Robinson .....all i know is that the crowd is bouncing from the opinion to opinion you referred to ..and this coupled with miniscle commissions when trading makes for the volatility that is here to stay and I, for one,will only achieve wisdom only when i anticipate ahead of time the mob and ANALyst mentality since complaining after the fact doesn't do my pocketbook any good

To: Ian@SI who wrote (37201)	9/9/2000 9:29:45 AM
From: James Calladine	Read Replies (1) \| Respond to of 70976

ANALYSTS AND INFO SOURCES: I agree with you that there are many people in the market who know very little about the companies they hold, and move money in and out of stocks based on the opinions they receive from "analysts" I have developed (for my own purposes), something of a hierarchy about these matters, which goes: LEAST TRUSTWORTHY: The vast majority of brokerage-firm analysts (particularly when talking about specific stocks) and public journalists who talk about such "ratings" and related matters. I view the whole "rating" system as a sophisticated tool for manipulating the market, although, of course it has SOME value. SLIGHTLY MORE TRUSTWORTHY: A few such analysts (who give me the impression that they are striving for a balanced opinion), particularly when they are talking about an entire sector, or portion thereof. This is a difficult call, though, because I have not spent time evaluating analysts to any significant degree. I have to rely on my "bullshit antennna". MORE TRUSTWORTHY: Company financials, press releases and statements of company executives at CC time. (Providing I listen to the Notes to statements, and uncertainties, certainties and so on, of the verbal statements). Some execs strike me as trying to be very straight about what they are saying. Others are just naturally more devious. WHERE I HAVE TO PUT MY TRUST: My own reading of the tea leaves. If I don't have a very solid feeling about everything and understand the time frame in which I am willing to be involved, then I stay away. There are plenty enough good places to be, in my opinion. My own greatest difficulty is in countering my own negative tendencies, which are: -- be too much of a bottom fisher -- be too early buying -- being too fearful of the short term market activity, yet: -- not responding quickly enough to trashings of entire sectors based on very little substance As a result, I continue to try to establish (and keep to) my own ground rules of what I will do and not do. I welcome anybody else's comments on how they wrestle with these matters (if they do!) Best wishes, Jim

To: Ian@SI who wrote (37201)	9/21/2000 2:06:24 PM
From: Mephisto	Read Replies (2) \| Respond to of 70976

In an emotional statment Prudential analyst, Shekhar Pramanick, lowers price on Teradyne TODAY even though TER's Vice President Tom Newman said YESTERDAY at Bank of America's Conference that he is comfortable with first call earnings of 84 cents. "Thursday's drop (in Terdayne) came after Prudential Securities analyst Shekhar Pramanick lowered the price target on the shares to $65 from $94, citing concerns about third-quarter orders. He believed Teradyne's guidance to analysts for orders for the third quarter, ending in September, ``is significantly at risk.'' The company has put its outlook for orders at $850 million to $900 million. biz.yahoo.com ********************************************************** Teradyne OK with First Call target By Jason Margolis, CBS.MarketWatch.com Last Update: 2:53 PM ET Sep 20, 2000 SAN FRANCISCO (CBS.MW) -- Semiconductor testing company Teradyne said that a survey of analysts by First Call estimating September-quarter earnings of 84 cents a share "appears to be reasonable." Vice president Tom Newman told attendees at the Banc of America Securities Investment Conference in San Francisco on Wednesday that the company expects to extend its market share by two to four points during the year if the semiconductor test industry continues to grow as projected. Newman highlighted Teradyne's multiyear approach toward Japanese and Asian growth in addition to emerging DSL opportunities as the key to sustaining the company's revenue. The company is expected to report quarterly earnings on Oct. 19. cbs.marketwatch.com ****************************************************** Here we go again: another analyst tries to manipulate stock! Mephisto