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

To: Gottfried who wrote (28760)	3/3/1999 12:34:00 AM
From: Cragganmore	Respond to of 70976

Taiwan Semiconductor sees 20 pct rise in '99 sales biz.yahoo.com

To: Gottfried who wrote (28760)	3/3/1999 12:51:00 AM
From: Paul V.	Read Replies (1) \| Respond to of 70976

Gottfried, I'm not buying more AMAT here. And, I am up to my a__ in AMAT at $26.50 and less.<gg> Gottfried, a system which I used when I owned HD and WMT was to switch back and forth between the two. I noticed that Hd would have peaks and valleys and therefore some time have a wide spread being above WMT and then narrowing in spread or below WMT when Hd was in the Valley. By selling when HD was at maximum spread I would sell HD and buy WMT and then wait to the spread to narrow. Then, I would sell WMT and buy HD when the spread was narrow. This inabled me to gain additional shares and therefore $$$ in both the up and down markets. Owning excellent companies was the most important. This concept occurred to me when I reflected on the way Banks make their money based on the Spread which occurs when they borrow from other banks, etc and then retail the money to us at a higher rate. The reason for mentioning this is, Why can not the same concept be done with SWY and AMAT. If possible, then tremendous additional gains could be made along with smoothing out the volatility of AMAT. Any thoughts? Looking for additional and new approaches and where to invest next. Just my opinions. Paul PS I will post the DW BP data Wed. afternoon.