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

To: Proud_Infidel who wrote (22644)8/7/1998 11:36:00 AM
From: Ramsey Su  Read Replies (3) | Respond to of 70976
 
Too much time is spent wringing your hands over where the Yen will be a year from now. Buy the Big 4(INTC, MSFT, AMAT, CSCO) during time of weakness and close your eyes.

Brian,

your logic left me speechless. Since I am still learning, I think I better keep my eyes open until the day that I acquire your wisdom and technique of closed eyes investing.

Ramsey

ps Teri, this is totally your fault.



To: Proud_Infidel who wrote (22644)8/7/1998 12:09:00 PM
From: Clarksterh  Read Replies (1) | Respond to of 70976
 
Brian - I have to side with Ramsey (the ultimate bear<g>) here. Morgan and most other CEO's largely ignore macro-economics when making forecasts. Instead they poll their customers, who in turn poll their customers, ... . While that is all fine and good, it does result in considerable delay between a consumer downtick and capital equipment suppliers knowing about its effects on them.

Clark


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