Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Joseph Beltran who wrote (46758)	5/15/2001 7:51:24 PM
From: Cary Salsberg	Read Replies (1) \| Respond to of 70976

I am not short AMAT or anything else. I don't short. Conviction doesn't make money, strategy and stock picking do. I am about 45% cash 55% stock. In the short run, I will not bet heavily on the rational behavior of investors. If AMAT falls to my range, I will have paper losses but I will be able to accumulate at low prices. I will then become a long term holder until AMAT and others become overvalued and then I will sell some or all. If AMAT and others don't fall to my range, I will have the 55% stock to ride up.