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

To: Sam Citron who wrote (60471)	2/13/2002 9:20:17 PM
From: Cary Salsberg	Read Replies (1) \| Respond to of 70976

RE: "party...semicon west...company tours" I am not surprised that there were no responses. I have been to semicon and to some of these companies and I would not put them in the same paragraph with "party."

To: Sam Citron who wrote (60471)	2/14/2002 11:16:22 AM
From: Fargonaut	Read Replies (1) \| Respond to of 70976

May I ask you and the thread in general to comment on whether and to what extent they may have been influenced to change their investment styles based on the results they have seen Cary &/or AD achieve? I am 59, I have varied market experience from 1975: studying TA and FA, becoming Series 4 registered options principal, spending a summer at the S&P pit in Chicago, etc. Most of the peoples' market opinions I read on the internet have a strong component of social, psychological and emotional reasoning. Cary's does not (in my emotional opinion <g>). As hard as I try to project my high hopes and denial onto his system, it doesn't always work. When the dissonance gets too loud, I know I have to let go of some cherished delusion of mine. The influence upon my investment style is hard to measure, but it has to do with discharging my irrational static buildup from time to time. The actual footwork that Cary's approach entails is a constant reminder to me to Be Sure to Buy Right. My efforts at scalping, a la AD, are not experimental beginnings for me, but go back to my days at the Merc. Because I was underfunded at that time, every trade was a do-or-die situation and I got poor results. Better funding and the internet have given me the opportunity to continue learning. My present results are positive, I see a fair number of the turns on a 10 to 20 minute basis, but I recognize from AD's posts that the do-or-die thing has to go, it's an old bad habit. F