Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Ramsey Su who wrote (22645)	8/7/1998 12:00:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

Ramsey, Sounds as if you are trying to invent a better mousetrap. Investing isn't rocket science. Usually the answers are simpler than you may have thought. As an example, there have been many people who have been trying to outperform Buffet over the years. But consistently, he is far and away the leader. Why? He buys quality companies at attractive prices and leaves the rest for mgt to worry about. Do you really think he is agonizing over where the Yen will be in regards to many of his investments which have significant foreign exposure(i.e. KO)? Does not appear so from his lack of transactions in each of his holdings. We all could learn much from imitating Buffet. Best of luck, BK

To: Ramsey Su who wrote (22645)	8/7/1998 12:00:00 PM
From: jtechkid	Read Replies (2) \| Respond to of 70976

stick with me boys and girls these stocks are trading stocks . if you sit and do nothing you should just buy a mutual fund because you just cost yourself lot of money. i would sell or reduce your amat holding-still like klac, veco, ter, tsemf, idti,lscc, amat will have nothing good to say, amat runs up beforfe numbers because fund managers and shorts are afraid of missing the upside-better than sex-they remember in nov of 1996 amat said things would turn and it went up 8-9 points and never looked back. the problem i see is no wayamat says anything great and i still like the nov quarter for positive statement as the inventory correction is coming to an end. i will short a little-very risky here if it goes over 37-39. why because wall street might ignore quarter and focus on november.

To: Ramsey Su who wrote (22645)	8/7/1998 12:29:00 PM
From: Teri Skogerboe	Read Replies (2) \| Respond to of 70976

RS, <<off-topic>> Re: "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." Hehehee (as Gene would say)... You are very funny. I can't see why this is my fault today -g-, but, okay, I'll take the blame. My 2 cents on recent stock action is that this is a SUCKER'S RALLY (your fault, jtech -g-), but the gulli-bulls get their day in the sun. And, FWIW, I fully agree with the comments jtech posted this morning. Call me silly, but I find it hard to believe that all those excess DRAM fabs disappeared two nights ago. Teri