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


To: Cary Salsberg who wrote (49783)7/25/2001 8:08:48 PM
From: Cary Salsberg  Read Replies (2) | Respond to of 70976
 
FWIW: I executed limit GTC orders, today, and bought LLTC and MXIM at $37.5.

I intend to buy both at $35, 32.5, 30, and 27.5.

I will try to employ the same "ratchet" down technique I described for my AMAT purchases.



To: Cary Salsberg who wrote (49783)7/26/2001 1:06:10 AM
From: Sam Citron  Read Replies (1) | Respond to of 70976
 
Cary,

Thanks for insightful response and sharing of your extensive industry knowledge and experience. I am always on the lookout for reliable leading indicators in cyclical industries. Would it be worthwhile to flesh out the correlation with SIA historical data?

Preliminary issues:

How reliable is the indicator?
How early is the indicator?
How useful is the indicator for the purpose of stock market timing?

Comments?