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

To: Jacob Snyder who wrote (55210)	11/8/2001 11:33:50 AM
From: Sam Citron	Read Replies (1) \| Respond to of 70976

The Bubble is back! Certainly looks that way. Reminds me of extraordinary easing due to real or imagined Y2K threat that extended the market's boom last time. That was the end of the last round of easing. Now we have Twin Towers easing. Again, we are probably near the end of the easing cycle. Give it one last shot in Dec maybe, but probably not needed. But the market is loving the liquidity for now. Combined with good seasonal tendencies for tech and now the beginning of Jan effect lifting the fallen internuts, it looks like clear sailing for a little while. (Doubt it lasts beyond April though). ST Trading- bot GTK and ITWO today. GTK is a countercyclical play. When times are tough, states and countries use lotteries to make up for declining tax collections. GTK dominates the business. Sells at < 10x Free Cash Flow. ITWO is my one January effect play so far. Sam

To: Jacob Snyder who wrote (55210)	11/8/2001 12:01:19 PM
From: Tito L. Nisperos Jr.	Respond to of 70976

RE "The Bubble is back!" I thought Bubbles are a Fixture in AMAT and other Tech stocks! I buy them because of their Bubbles (excess amounts above their Book Values). What I try to do is to buy when the Bubble is Tiny and sell when it's Big I was not always successful Timing the Bubbles but at least I enjoy making money playing the Bubble Game. I know you like Bubbles also in some way. Many Paid Analysts, Money managers and Others complain about Tiny Bubbles as if those are some kind of Anthrax Viruses. But not for long, when the Bubbles get Big they don't complain anymore. They also reap the Benefits of Bubbles in the stocks they own. So if I see people complaining about Bubbles saying that stock has still lofty valuations and it will take more downside for the stock --- I just shrugged my shoulders and assume that they just missed buying at lower prices.

To: Jacob Snyder who wrote (55210)	11/8/2001 1:17:49 PM
From: advocatedevil	Read Replies (3) \| Respond to of 70976

RE: "I hope you're not still holding your short." Jacob, It's hard to speak from all the smoke and heat as I fall to earth in flames, but yes, I'm still holding my short. AMAT 5000 avg at $37.98, currently at $40.90, down 7.1% or $14,600 LRCX 1000 avg at $20.23, currently at $22.80, down 11.3% or $2,570 How's that for freakin' painful. I've now given back on paper everything I made on AMAT and LRCX in October, plus a bunch. Don't let your children do this. Oh, the joys of living on the dark-side. ...smoke... ...heat... ...flame... ...choke... ...Congrats to the bulls... AdvocateDevil