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

To: Cary Salsberg who wrote (45070)	4/4/2001 6:30:11 PM
From: Cary Salsberg	Respond to of 70976

Philosophy: Buy low, sell high BUT you can't buy at the bottom or sell at the top! I repeat this to myself many times, these days. It is hard to buy low and it is hard to sell high. It is even harder, possibly impossible, to buy at the bottom or sell at the top. I believe the sell orders I executed last year were much more important than the actual buy prices this year. If I buy AMAT at $25-35 and It falls to $10-20, it won't matter too much as long as I sell it near $100 again, next time. In these times, one must have confidence in the companies one buys. I picked companies that I know, that are leaders, and that have a track record in good times and bad. AMAT, NVLS, KLAC, ASML LLTC, MXIM, ALTR, XLNX I follow at least 50 other companies closely and I know about many others, but, in these times, I can only buy 8 and sleep at night.