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


To: Gottfried who wrote (24109)9/11/1998 12:56:00 AM
From: 16yearcycle  Read Replies (1) | Respond to of 70976
 
News services are reporting very positive M. Dell comments. From the article, he must be a big shot with a computer type company.

Maybe he knows this Welch guy too.

Enough fun for now. We will have a whole host of new material tomorrow, after the slippery ones escapades are revealed to the whole world. Hint: it is inappropriate to keep world leaders waiting while Monica does her thing in the next room.

I'll refrain from further comment. It would have been nice to have a model citizen for a pres as the world enters crisis stage. Oh well.



To: Gottfried who wrote (24109)9/11/1998 3:11:00 AM
From: Jacob Snyder  Read Replies (4) | Respond to of 70976
 
re: AMAT will make $5/share, and be at a P/S ratio over 4, at the next cycle top.

No, I haven't changed my mind. All this angst is just my attempt to pick the best entry point.

Just had this conversation with my wife:

Me:Well, we're a bit poorer today. I'm thinking of selling those AMAT LEAPs on tomorrow's rally.

She:Why?

Well, it looks like support has been broken and I have no idea where the bottom could be.

Are you still sure that the stock will be 2 to 4 times higher by 2001?

Yes.

How sure?

100%

And you think that after tomorrow's rally the stock will go down?

Yes.

How sure? 100%?

Well, not 100%. Pretty sure. Maybe 70%. Things really look ugly.

But you're always saying you can't predict short-term movements, right?

Yeah.

And we don't need this money for anything before 2001?

Right.

So why don't you just go with the sure thing? Keep the LEAPs. And if it goes to 18 or 13, then sell some of the other stocks, and buy more. But you do whatever you want, it's OK with me, as long as we still have enough for groceries.

OK.