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

To: robbie who wrote (26078)	11/10/1998 12:22:00 AM
From: Gottfried	Read Replies (1) \| Respond to of 70976

robbie, before I forget: stocks overvalued 6.1% by the Fed model... yardeni.com Maybe the people you miss see that there isn't much that's new. Except that most sector stocks are up when fundamentals say they shouldn't be. I pay more attention to TA now. Gottfried

To: robbie who wrote (26078)	11/11/1998 7:21:00 AM
From: akidron	Read Replies (2) \| Respond to of 70976

I guess when you get the (short-term) future direction of the market as wrong as I did it does shake your faith in your abilities. Remember I was short IBM and that hurt. However I have CSCO to be thankful for, and Eugene to thank for that. Still largely in cash, I have missed one of the great bull moves of my lifetime. A chance for a 40-60% gain in a month. I for various reasons --- which don't include the exact location of my tail, cannot contribute to the thread on a regular basis. but will be selling into the rally today.