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

To: Cary Salsberg who wrote (55088)	11/5/2001 2:12:03 PM
From: michael97123	Read Replies (1) \| Respond to of 70976

Same question to you Dr. S. What fixed income investments if any, do you use? mike

To: Cary Salsberg who wrote (55088)	11/5/2001 3:50:10 PM
From: Jacob Snyder	Respond to of 70976

re: November is a little early to say that September was to "mother of all buying opportunities." Everything in my portfolio is 30-100+% off the September lows. That allows me to say it was a buying opportunity. Whether it was an opportunity for a LT buy or just a ST buy, that very much remains to be seen. Notice, I am selling the rally, and intend on continuing to do so. With AMAT at 40, IMO, after a 50% move off the lows, it's even odds as to whether the next 10-point move is up or down. I see 30 or 50 as equally likely. Somebody on CNBC just said "the markets will continue to be event-driven". Translation: all the shit hasn't hit the fan yet.