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

To: Proud_Infidel who wrote (19875)	6/3/1998 6:42:00 PM
From: jtechkid	Read Replies (2) \| Respond to of 70976

amat will hit 31 tomorrow.

To: Proud_Infidel who wrote (19875)	6/3/1998 7:14:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

INTC up after-hours. Not changing their 2Q guidance. biz.yahoo.com Jacob, Do I need to run and find a piece of bad news to go along with this since I "ignore/minimise/rationalise all bad news, and magnify every scrap of good news"? BK

To: Proud_Infidel who wrote (19875)	6/4/1998 1:54:00 AM
From: Paul V.	Read Replies (1) \| Respond to of 70976

Brian,> SOX is near a multi-year low.< I agree with both you and Jacob in that we learn from our mistakes and must be constantly be re-evaluating our strategies. I believe one of the keys is to have a postive outlook, but to optimistic by getting caught up in the emotional hype. This is one reason why I post the DW Bull percentages on the amat site so that we can all reflect on the market, sector, etc statistically. I am looking at the market now as it progresses downward as an additional buying opportunity rather then a "how bad it is becoming." It just may be possible to buy at a fire side sale for amat. The upside reward appears be getting better and better as the market and sector goes down further. My thoughts for what they are worth. Jacob and Brian, thanks for each of your valued input. We alway are in a learning mode--that is as Jacob would tell us, "Until we die?"<g> Paul V.

To: Proud_Infidel who wrote (19875)	6/6/1998 5:04:00 PM
From: Jacob Snyder	Read Replies (4) \| Respond to of 70976

Brian, re: "Why don't we compare performance say 16 months from now?" OK, I'll accept that challenge. Ground rules: 1.We'll both post our entire stock portfolio, as of 6-6-98. 2. It must include all your stocks and options, long and short, and any cash. Do not include mutual funds, bonds, real estate, etc. 3. Use percentages, not total $ amounts. 4. state what fraction, if any, is on margin. 5. post all trades in real time. Title your posts: "OT BK/JS portfolio". It won't really be that OT, since I think both of us will have most of our portfolio in semi/equips. 6. If you'd prefer, you can post yours by private message to me. I'll post mine on this thread. 7. Game ends in 16 months, 10-6-99. 8. anyone else is welcome to join the game if they want. 9. Here's mine. It'll be simpler if we use the same format every posting: JS portfolio:(6-6-98) stock price % bsx 65 1/4 17.7 csco 77 7/16 22.1 intc 68 21/32 56.0 znlat 10 3/8 4.2 cash 0 margin 25.1 equity 74.9 total 100.0 % gain 0.0 (the "% gain"= % gain in total value (equity + cash) compared to 6-6-98.)