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

To: Jacob Snyder who wrote (18750)	4/12/1998 10:26:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 70976

Jacob, Fleckenstein has been a bear almost as long as Barton Biggs and Michael Metz. Each has been equally wrong during their tenure as bears. Obsessing with dividend yield, as an example, will help these bears miss out on growth stocks or any other company that uses the majority of its free cash flow to innovate rather than pay dividends. In addition, more companies than the historical norm prefer to reward shareholders through share buybacks than through increased dividends. I'd rather look to someone who's been right for guidance (such as Abby Joseph Cohen) then to someone who's been wrong. But each to his own. After all, it's your money. You are the only one who should make the decision. Ian.