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

To: Gottfried who wrote (26013)	11/5/1998 9:31:00 PM
From: Ramsey Su	Read Replies (2) \| Respond to of 70976

GM, I wouldn't stop posting on this thread because of all the good stuff I have learned here. Many months ago, my original intention was looking for a good entry point to get back into AMAT. Based on what I have learned to date, my opinion of AMAT and this sector have changed substantially. AMAT is a trading stock, whether you trade it daily, weekly or through the boom/bust cycles of the industry. A long term holder has already been through euphoria and depression in the last few years. With each cycle, investors wise up or at least think are. This time, it is obvious that instead of buying six months ahead of an anticipated recovery, investors are buying 1 yr or more in anticipation of happy days. The industry has a ton a data for the investors these days and we have Katherine on this thread to analyze it for the tech challenged (me). There is no doubt the industry will recover. What is doubtful this time is whether the semi industry has learned its lesson and not over build. May be future boom/bust cycles will not be as extreme as this round. In the mean time, it is not the global economic condition that I worry about but the current sentiments, as if there is nothing but clear sailing ahead. I am in my 40s. Most of my adult life, the dirty word is inflation. Not many have experienced deflation, especially a global one. My current investment objective is not how much I gain but rather how to preserve the gains in the event of a collapse. Ramsey