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

To: Proud_Infidel who wrote (18418)	4/2/1998 11:48:00 AM
From: prashanth	Read Replies (2) \| Respond to of 70976

Big Bucks & GM, I have been a lurker on this thread for some time, and I value your opinions. Like many on this thread, I have decided to wait with a cash position in anticipation of lower prices. However, in light of recent run-ups, what is your take? Will you continue to hold out or not? Thanks in advance. PR

To: Proud_Infidel who wrote (18418)	4/2/1998 12:20:00 PM
From: 16yearcycle	Respond to of 70976

If Fleckenstein is still in this business in 5 years it will be a miracle.He just can't get it right. Unlike many of us who think things are sky high but stay invested anyway, he seems to have no contingency plan. As many have said before, this is clearly about cash flows. How can you be in the money management business and not be aware of this? You have to have a desire to self flagellate to purposefully get in the way. What is the point?