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

To: Ramsey Su who wrote (26015)	11/5/1998 9:50:00 PM
From: Gottfried	Respond to of 70976

Ramsey, thank you for the reply. I find nothing to quibble about. I would assume that cyclicity will not disappear. My favorite example is RDRT. In the last 7 years you could have tripled your money on three different occasions. Yet, if you had bought 7 years ago and held till last month you would have had a loss. tscn.com I think the market overvaluation and uncertainty, coupled with easy access on the internet, have made many into traders. Yet, we don't have time to wait for reason to rule and value to drive prices. There are stocks that seem immune. JNJ is one of my favorites (just sold recently for the first time in years). Observe the earnings steadiness; and total return wasn't shabby either. bigcharts.com Gottfried