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

To: Jacob Snyder who wrote (38651)	10/24/2000 6:19:32 PM
From: Jerome	Read Replies (1) \| Respond to of 70976

Jacob, are you saying that I should go long caribou, short the wolf pack and hope for global warming? You best expand on this (natural balance of things) or I'll have to go back to Zeev's turnips and Gottfried's charts. Jerome

To: Jacob Snyder who wrote (38651)	10/24/2000 7:15:36 PM
From: mitch-c	Respond to of 70976

Correct on all counts. I used the static/dynamic stability model because I still think like an engineer. If you've thrown a paper airplane through a glide/climb/stall/dive/ glide/climb/stall/dive cycle, you'll understand the concept. Static stability exists with no net perturbations; stocks are always perturbed (as are investors ... <g.). Your biological population analogy is just as valid. I've referred to AMAT as the 2d derivative of chip demand; your phase shifted wolf wave could easily represent that if chip demand == caribou fodder. Minor quibble - I think the semi and semi equip cycles are more sawtooth (long climb/sharp fall) than sinusoidal. Apologies to the calc and trig challenged. <g>