Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Proud_Infidel who wrote (26933)	12/6/1998 2:21:00 PM
From: Gottfried	Read Replies (1) \| Respond to of 70976

Brian, you were right all along. Better? Some of those who "called" for AMAT at 12 were right, too. They pointed out that if AMAT were valued at previous down cycle PE and PSR, the price would be 12. One thing I learned from our discussions here is that such rationales don't always come true. You said >>Equities, particularly the big tech names such as MSFT, INTC, CSCO and AMAT thoroughly outperform the averages over time and it pays to buy on significant pullbacks, although this will run counter to what "they" will have you believe. Listen to them at your own risk.<< I'd like to add that sometimes non-tech stocks can rival the performance of techs, although it may be harder to predict. Here I show SWY and JNJ over 5 years vs MSFT and AMAT... techstocks.com Some may even prefer a stock like JNJ for the LT, because it comes without the timing headaches. Gottfried

To: Proud_Infidel who wrote (26933)	12/6/1998 9:18:00 PM
From: Big Bucks	Read Replies (3) \| Respond to of 70976

What has happened to the civility and open minded dialog that once was the hallmark thread of SI. Have we gotten to the point where we are resulting to malicious personal attacks concerning the opinions/beliefs/strategies of others who dare to disagree with the current popular "opinion". Ok if it makes you feel better, shout down opposing views, soon enough there will only be a few active posters left to cheerlead each other on, the others of us will be elsewhere less "censored" where free opinion provides alternative/open minded insight and perspective. Disappointed, BB

To: Proud_Infidel who wrote (26933)	12/8/1998 2:33:00 AM
From: Jacob Snyder	Read Replies (2) \| Respond to of 70976

Brian: you're rude, and out of line: You were bullish when the stock was 54, and it went down. You were bullish when the stock was 44, and it went down. You were bullish when the stock was 34, and it went down. You were bullish when the stock was 24, and it went up, and you crowed about your success. Let's be clear about the history here. I've been reading your posts for a very long time. You had no money to invest at the bottom, if you followed your own advise, because you had already bought heavily, on margin, long before the bottom.