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

To: Big Bucks who wrote (25343)	10/15/1998 11:07:00 PM
From: KM	Read Replies (1) \| Respond to of 70976

<<Anyone shorting out there?? Where's Jtech, Aki and Zsteve?>> Getting the ducks in a row and looking for candidates. Got to be careful in this atmosphere though <G>

To: Big Bucks who wrote (25343)	10/15/1998 11:24:00 PM
From: 16yearcycle	Read Replies (4) \| Respond to of 70976

BB, Let me make it clear that I am less bullish than last Thursday's "time to get rich" situation, but someone here needs to tell the neophytes that the historical record of the market after 3 fed easings is one of enormous gains over the next year. I have just been waiting for someone else to say it since I hoped to not get out in front here again as I had to dodge a few tomatoes. Again, we have had a huge run for 1 week so hold the name calling if things flatten out, but getting in the way of an accomodative fed is historically suicidal. I would implore investors with a less than 5 year track record and less than 7 figures to stay away from any short positions of any significant size. gene PS: This is meant as informational only, as you need to consult your own dartboard before serious investment decisions. I am willing to loan mine out at an exhorbitant fee, however.

To: Big Bucks who wrote (25343)	10/16/1998 12:19:00 AM
From: zsteve	Respond to of 70976

RE -- >>Anyone shorting out there?? Luckly, i covered most short positions before the crazy rally (covered amat@27 1/8). almost pulled trigger to short amat when it touched 29, but didn't do that. will see what happen tomorrow morning, if amat can't go over 30, i'll short again. i just don't believe that a .25% rate cut can justify a more than 10% gain for those bank stocks. imo, a rate cut means more loss for those hedge funds (and banks?). well, time will tell.

To: Big Bucks who wrote (25343)	10/16/1998 4:17:00 PM
From: Justa Werkenstiff	Respond to of 70976

BB: "I buy and sell when the risk is in my favor, market volatility is keeping me cautious. Right now the market jumped on the expectation of improving earnings, "where's the beef?" You and I measure risk/reward differently. Risk/reward was favorable buying AMAT in the low 20s. Market did not jump on expectation of earnings. It jumped because of the enhanced equity investing environment provided by the Fed. If AG wants liquidity and is willing to create a better risk/reward environment by lowering interest rates, I do what the man says and give him what he wants. I expect I will rewarded accordingly.