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

To: advocatedevil who wrote (57432)	12/13/2001 4:21:02 PM
From: BWAC	Respond to of 70976

I guess we need a fourth AMAT thread now

To: advocatedevil who wrote (57432)	12/13/2001 5:02:20 PM
From: Jacob Snyder	Respond to of 70976

I enjoy reading both of your posts, and I think the thread benefits from both styles on display. IMO, if you label your posts as "ST Trading", then how much time is wasted by someone not clicking on your posts? Just label it, and let everyone choose what they want to read. There are many more people who want you to continue posting, than those who want you to stop. I was disappointed that Brian left (and feel partly responsible for it), and I don't want to lose another good poster. If you must, then let's create a ST Trading thread. Make it moderated, so we can delete all ideas with a time horizon over 36 hours :-)

To: advocatedevil who wrote (57432)	12/13/2001 5:14:43 PM
From: Gottfried	Read Replies (1) \| Respond to of 70976

AD, I'm not annoyed to read about your trading. You being on Cary's ignore list is the perfect solution: Cary is no longer annoyed and those who find your trading of interest can still read about it. We can't start a new thread for every contingency, LOL! Besides, 80% of the company specific news items posted are repetitious or worse. We got to pass the time until the upturn somehow and trading items fit the bill. Lastly, we need your bearish point of view. Gottfried

To: advocatedevil who wrote (57432)	12/13/2001 8:11:34 PM
From: Cary Salsberg	Read Replies (1) \| Respond to of 70976

AD, You don't annoy me! Please keep posting here. Many readers rightly consider you a star. I ignore you because I concluded that your style is one I will never be able to emulate. There is much to read on the net, and the ignore is just another way to pick and choose. Cary

To: advocatedevil who wrote (57432)	12/13/2001 8:54:47 PM
From: Sam Citron	Read Replies (1) \| Respond to of 70976

AD, Please don't stop posting your trades here. So what if Cary has you on ignore. Why should he post his trades here but not you? Because he has a lower portfolio turnover? That is ridiculous. I respect you and Cary for the very reason that you have both been so transparent about your trading activities and have been so very generous in being so patient with me in sharing your insights and strategies. If Cary thinks ST trading posts are ignorable, then let him ignore them and leave it at that. Realtime posting of trades has at least three important benefits which I consider indispensable: (1) It reveals those few individuals who have the ability to transform their ideas into consistently profitable trades so those who wish to can learn potentially valuable trading strategies and techniques. (2) It promotes accountability and accuracy. (3) By promoting transparency, it enables the exposure of bias, which is most critical to the analysis of all reported information. Hearing you report a rumor about a RIF at 2:54 when it is confirmed at 4:05 is important. But knowing that you consider it significant enough to act upon is even more essential. Trading is revealed preference, pure and simple. Words alone can be just smoke and mirrors, even when there is no actual intent to deceive. In this game, transparency is everything. Without it, we are liable to even deceive ourselves. Sam