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

To: advocatedevil who wrote (59696)	1/30/2002 11:21:11 AM
From: Sam Citron	Read Replies (1) \| Respond to of 70976

OT I respect your concern for thread pollution, yet feel it is sometimes beneficial, at the risk of occasionally straying off topic, to get a better idea of how your ST AMAT trading tactics (which are among the most sophisticated that I have seen) fit into a more comprehensive LT portfolio management strategy. It was courageous of you to catch the falling knife yesterday, so I think it is worthy of a sidenote. That said, I certainly do not want to distract you in any way from your lucrative pursuit of ST profits, so would be happy to postpone the discussion of TYC to AH, if that would be more convenient for you. BTW, I would mention that Harriet Baldwin, an analyst at Deutsche Alex Brown, just came out with a spirited defense of TYC, saying that their cash flow and free cash flow numbers are strong and growing, and that the company doesn't fit the profile of a company that "implodes". She did disclose that her firm has done investment banking business with TYC. Sam