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

To: Skeeter Bug who wrote (26946)	12/6/1998 6:27:00 PM
From: Gottfried	Read Replies (1) \| Respond to of 70976

skeeter, it would be better if you pm'd Addi. I'm sure few here are interested in your disagreements. Gottfried

To: Skeeter Bug who wrote (26946)	12/6/1998 10:24:00 PM
From: Math Junkie	Read Replies (4) \| Respond to of 70976

<<remember, the stock and the business are not the same.>> You know that's a good point. One of the ideas I've been mulling over lately is that we, as investors, are not primarily interested in forecasting how business will be. We are primarily interested in forecasting the behavior of other investors. Things like fundamentals, how business is doing, and technical analysis are only of interest to the extent that we believe they will help us forecast what other investors will do. Food for thought?