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

To: Marc Trombella who wrote (17091)	3/4/1998 11:03:00 PM
From: akidron	Read Replies (1) \| Respond to of 70976

what are you talking about... are you some kind of thread cop.... i have adequatly explained my opinions and also explained my opinion that facts are worthless without interpretation... because it is the different interpritation that make a market... for example it is a fact that intel left its capex untouched, but it is my interpritation of the facts that says they won't if the situation continues to deteriorate, because they haven't in the past. for example, today microsost announced that windows 98 was going to come out on time... it is a fact that they said this, but i believe that they said it for the justice department, not because it's true, because it seems to me to be unlikely that it can come out on tome because from what I have read in is a competition killer that justice will mess with, and again I will use this interpritation to provide a theoretical basis for my trades... now I am often wrong, but sometimes i am very right, and the very right has more than paid for the wrongs... if u don't like the approach fine... but its been pretty decent at predicting amat moves as many on this thread will attest to... before they happen