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


To: Jacob Snyder who wrote (38863)10/26/2000 4:45:12 PM
From: Lone Star  Read Replies (2) | Respond to of 70976
 
I will continue to contend neither the Bull nor Bear, but the LTB@H'er who holds great companies throughout. But, I have to admit, I am reading yours and others posts with a lot more interest than usual, perhaps to alter my style in the future with some portion of my holdings.



To: Jacob Snyder who wrote (38863)10/26/2000 5:04:27 PM
From: Gottfried  Read Replies (1) | Respond to of 70976
 
Jacob, good post. Gottfried [end]



To: Jacob Snyder who wrote (38863)10/26/2000 7:22:00 PM
From: Tito L. Nisperos Jr.  Read Replies (2) | Respond to of 70976
 
Jacob, like Gottfried said and I repeat: --- "Good Post!"

This Thread sure would love to learn more about your Good Strategies in AMAT investing.

RE "the investor who does best in AMAT
is:
sometimes bullish
sometimes bearish
sometimes certain
sometimes confused
sometimes on the sidelines

These investors have the best chance of buying at the bottoms, and selling at the tops."

Great! It's even Greater if these Investor's qualities could be rolled into One Investor capable of Multi-mode Swings. Example: ---

When in the 1995-96 Bear market his "sometimes bearish" mode made him short the stock to gain a rounded figure of 70%;

and when in the following 1996-97 Bull market his "sometimes bullish" mode made him buy the stock to gain 398.28%

and then by using his "sometimes confused" mode he sold short and gained another 70%;

and then by having a "sometimes certain" mode he bought and gained 966.67%'

and now by being in "sometimes on the sidelines" he is doing nothing except reading with Glee the Political OT Posts in this thread --- he is certainly a winner, probably the Best among the Best!

... but he will surely notice that his Bullish moves gave him greater returns than his bearish moves even if his timing in buying is terribly off by buying at the top.



To: Jacob Snyder who wrote (38863)10/27/2000 7:11:34 PM
From: Mephisto  Respond to of 70976
 
But I am a cynic and a sceptic, and most investors aren't. This gives me an advantage.

When I think about analysts, I agree 100% with what you say.

It's a pity analysts never seem to listen to CEOs.

"6:10AM Intel (INTC) 41 5/16: Company president and CEO, Craig Barrett, said he was bullish on the global chip market, due to steady demand from makers of personal computers and mobile telephones saying "global mobile phone penetration is expected to grow to one bln handsets by 2005 from about 400 mln this year". (from Yahoo news on October 26, 2000)

Intel CEO says bullish on global chip mkt

By Nam In-soo

SEOUL, Oct 26 (Reuters) - Craig Barrett, president and CEO of the world's number one chipmaker, Intel Corp (NasdaqNM:INTC - news), said on Thursday he was bullish on the global chip market, due to steady demand from makers of personal computers and mobile telephones.

``I'm pretty bullish about the global demand for semiconductors considering steady growth in the PC, networking infrastructure and wireless communications areas,'' he told a news conference.

Barrett was in Seoul for Intel Korea's e-Business Forum.

``According to forecasts, global mobile phone penetration is expected to grow to one billion handsets by 2005 from about 400 million this year,'' he said.

Intel said last week its third-quarter shipments of microprocessors, the brains of PCs which account for 80 percent of the firm's sales and virtually all its profits -- were little changed from the second quarter, as were average selling prices for each chip.

biz.yahoo.com

I'm fed up with analysts that won't listen to CEO's predictions for future growth. I forgot to mention that I am NOT an Intel shareholder- Mephisto