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

To: Joseph Beltran who wrote (48154)	6/19/2001 9:24:52 AM
From: michael97123	Read Replies (1) \| Respond to of 70976

"He repeats himself because he's mad that the street is not (presently) presenting him with his "buy" points Yes, You got it right Joe. mike

To: Joseph Beltran who wrote (48154)	6/19/2001 9:25:39 AM
From: Sun Tzu	Respond to of 70976

Yes I do see your point and I am well familiar with Cary's point of view. It is not so much in defence of Cary that I posted, rather than for a free forum for all. Cary has not been disruptive to the thread. Nor does he resort to personal insults and other immature behavior I see on some other threads. So what if he wishes to repeat himself? To me it is not that big of a deal and it serves as an explicit reminder of the down side that I am implicitly aware of. If it bothers you so much, then you can put him on your ignore list. But if you think that sometimes he has something of value to say that you'd like to hear, then just take the good with the bad like you do in everything else in life. regards, Sun Tzu

To: Joseph Beltran who wrote (48154)	6/19/2001 11:17:10 AM
From: KMcKlendin	Read Replies (2) \| Respond to of 70976

During my years of lurking I have noted a consistent phenomenon: people agree with bullish comments and respond with thinly veiled anger to bearish analyses. The stocks that are highly valued with respect to fundamentals (JDSU, CSCO, ARBA at the market peak) manifest this phenomenon to a greater degree. The psychology behind this behavior is obvious. Recent market action should drive home the point that an intelligent bearish argument is a precious asset to us all. I doubt that anyone here can talk down a stock as heavily traded as AMAT. An important question is: when do I buy? I believe it would be a mistake to sell AMAT, given the long term prospects and the assumption that a significant part of the downturn is behind us. Buying now is a conservative strategy producing lower long term returns; waiting and attempting to buy lower risks missing a major portion of the rebound. Past experience teaches that AMAT will move significantly off the bottom before any solid evidence of recovery is available. A good strategy might be to establish 25% of a position now, then average down twice with the remaining 25% and 50%. I would be interested to hear other people's buy strategies. --Keith