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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Jacob Snyder who wrote (9713)4/15/2001 8:39:29 PM
From: Jerome  Respond to of 10921
 
Jacob, having reviewed your recent posts, there is no denying the logicality of your conclusions. Your comments and perspectives are well thought out, and a whole lot of posters and viewers share your viewpoints.

That being said, your comments and analysis is just too logical. And there in lies the fault. The market no matter what metric is used as a measurement is just not that logical.

So your thesis (this is the worst of all possible markets) gets a B++ from a construction standpoint, and a C- for being overly rational.

Your prior calls of going long AMAT about 40, and short about 50, were not logical but very profitable.

Jerome



To: Jacob Snyder who wrote (9713)4/16/2001 5:04:22 PM
From: John Cuthbertson  Read Replies (3) | Respond to of 10921
 
"And, if the Nas went to 800, what would its PE be?"

The answer to this question, it turns out, is "infinity!" Or, depending upon your preference, "negative," because the total net earnings of the NASDAQ Composite is now actually negative. If you're interested (and if I may be permitted a bit of self-advertising), here is a link to a little article that I co-wrote on this topic: faimllc.com

==John C.


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