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

To: Gottfried who wrote (48365)	6/22/2001 2:56:08 PM
From: Proud_Infidel	Respond to of 70976

Lack of visibility sure doesn't keep those people from prognosticising, LOL. G, That is so true. Whenever the Nasdaq(and then the economy) does turn and move by say 50%+, I am sure all of the people on CNBC now saying avoid tech will be recommending tech stocks again at prices several hundred percentage points from where they currently are. It would be humorous if it weren't so pathetic. Brian

To: Gottfried who wrote (48365)	6/22/2001 3:23:16 PM
From: Sun Tzu	Respond to of 70976

It is observations like that which sometimes makes me want to run out and buy all I can ;) Sun (I resist the temptation for now) Tzu

To: Gottfried who wrote (48365)	6/22/2001 3:45:17 PM
From: Ian@SI	Read Replies (2) \| Respond to of 70976

G., MF used to short in their real money, model portfolio. I haven't followed them in the past 3 years so I can't comment on their current practice. They were quite picky about what they would short. Overvaluation wasn't sufficient reason. etc... re Long Trough Period. If we look at actual orders during the past Q, rather than moving averages, the sector has already been bouncing along the bottom for 3 months. I'd be surprised to see it stay down for more than another 3 months. Ian. P.S. I've been surprised before. :-(