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

To: Jacob Snyder who wrote (42963)	3/2/2001 8:16:44 PM
From: Math Junkie	Respond to of 70976

Appreciate your posts. Thanks for the reality reminder.

To: Jacob Snyder who wrote (42963)	3/2/2001 10:16:48 PM
From: Gottfried	Read Replies (4) \| Respond to of 70976

Jacob, >Next time we bump up to the 49-50 area, I will be shorting or buying puts.< Let's spell out what gives you such faith: you assume price will bottom roughly concurrent with equipment orders AND the big money will act with reason by pricing the stock at a low for the price cycle at that time. It has happened this way twice in the past on the AMAT price vs equipment orders chart. You're assuming it will happen again. Since last spring, when stock price disconnected from fundamentals, I have lost faith in the rationality of big money. It may happen the way you hope, but is not certain. Big money may look farther across the valley. geocities.com PS: Instead of smart money I call it big money. They're not always smart, but they always call the shots.