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


To: davesd who wrote (9583)10/25/1997 11:05:00 PM
From: John E. Rylander  Read Replies (1) | Respond to of 70976
 
But Dave, don't you see, I'm trying to find out which of us is right! :^>

Let me say again that I'm delighted with your comments, even while I'm more optimistic, not just because they're so cogent, but also because they represent a huge sweep of opinion out there.

Most directly, the markets are based on opinions and perceptions, only indirectly on reality. Even if--if-- I'm fundamentally correct, when the market disagrees, my hypothetical insights are irrelevant to the share price.

--John