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

To: michael97123 who wrote (66208)	9/23/2002 3:47:24 PM
From: Gottfried	Read Replies (3) \| Respond to of 70976

Mike, talk to the man and post his suggestions [using % allocations]. G. [end]

To: michael97123 who wrote (66208)	9/23/2002 3:52:28 PM
From: BWAC	Respond to of 70976

Do not compound your problems. You already know the money manager will not tell you anything you don't already know. Maybe the best advice would be to hold what you have, especially the AMAT and similar fine companies, buy some Leap 2004 or 2005 Puts, and turn the computer off.

To: michael97123 who wrote (66208)	9/23/2002 5:10:06 PM
From: TOM E WALTERS	Respond to of 70976

NOT sure what your wife wants, other than for you to change<GGGG> The way i play it is, I AM NOT MY INVESTMENTS. NOT NOW,nor in 1999 when i was looking like a stockpickinggenius. Humor helps, like the guy who said, "THOSE of us left, still buying tech, are a dying breed" I just bought more SBAC and NUFO. I like the crazy optimist in me, gosh darn it. It's just a game. Not even the RAMS win each week.

To: michael97123 who wrote (66208)	9/23/2002 5:23:38 PM
From: Cary Salsberg	Read Replies (1) \| Respond to of 70976

RE: "How could i have been so dumb?" I watch my stock portfolio shrink and I know how I could be this dumb. The only reliable method of forecasting is hindsight. Some people get it right some of the time, but not reliably. The good news is that the game is not over. If you don't need to sell at low prices, don't. Wait for higher prices. There is NO relationship between how low the price gets and how high it will get. There is little or no immediate visibility on the down side and even less on the up side.