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

To: Sun Tzu who wrote (38944)	10/29/2000 11:16:43 AM
From: Tito L. Nisperos Jr.	Respond to of 70976

Sun, Thanks for sharing us your Investment Strategies. I saved your Post in a file for further study. Although I trade the Bullish way mostly inside IRAs, I could get useful hints from your's to enhance further my own strategies.

To: Sun Tzu who wrote (38944)	10/29/2000 1:06:53 PM
From: semi2000	Read Replies (1) \| Respond to of 70976

Sun: Thanks for your response. I think you are more or less a trader and do not like to have real long term long position. I would rather say I am 60% cash and 40% long than go on doing financial acrobatics. But I can't I don't buy the notion that interest rate hike in EU will be followed by BOJ and/or US. US probably likes Euro on par with $ than otherwise. Look at how much problems it poses to US multinational companies. Japan with their economic problems makes even less likely to use retaliaiton measures. Do you know of any weakening credit quality issues in Asia? If so, in which country they are? Certainly when you give 400 to 900 (with 700 now) for SOX is a wide range and I for one do not benifit by that pojection. Even if we see semi earnings for Q4 and Q1, Q2 match year ago or 5-10% less than those, it would not explain sharp price drops in semi companies. All this IMO is pointing to confusion. I think last flu has taught a lot to these companies. I am fairly certain that semi companies overall are going to be cash flow +ve or neutral for 2001. With low valuations on small caps, the takeovers may actually benifit companies with great balance sheet. So what is your target for AMAT buy and where is it sell at? 30, 40?