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

To: Ian@SI who wrote (47087)	5/22/2001 12:28:52 PM
From: michael97123	Read Replies (1) \| Respond to of 70976

4. Emotional responses have no helpful role in managing ones portfolio. ... unless of course they're an irrational emotional response by the herd from which I can take advantage Ian, Am trying to be dispassionate and temper my usual bullishness. I have no real signs yet that economy will return to a high enough growth rate to justify todays multiples. But like you I look to take advantage of a market that may be somewhat irrational here. Cause may simply be too many dollars chasing too few stocks at this time, or a bit of irrational exhuberance which is expecting a quick return to last years growth. I suspect we will have slower growth for a longer time frame. In 5 years we will wind up in the same place but for now I will reevaluate as we get closer to the January highs. mike PS am currently overweighted in tech and looking to reweight at a beneficial time