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

To: Gottfried who wrote (30094)	5/12/1999 2:32:00 PM
From: Sun Tzu	Respond to of 70976

>> Warren likes to buy whole businesses He does buy whole businesses, but more often than not his investments are in 5%~35% range. >> it is not surprising he not doing so now All I can say is that he said it is very unusual for him to keep this much cash around. >> market corrections are seen as buying opportunities Only if you were not fully invested before and are left with some money to invest. Otherwise, how can you take advantage of the situation? BTW, I've noticed that many investment techniques (say value, contrarian, and momentum, and even sometimes TA) point to the same direction. For example, a value investor may say stock X is too cheap relative to its cash flow and earning power despite a couple of bad quarters. The contrarian may say that no one wants to buy X (hence the low valuations) therefore it is a buy. The momentum guy will say that I see great earnings growth two quarters from now. And the TA will say everyone who wanted to sell the stock has already done so; I see a good base and start of an up trend. So many of "ideological" wars on these threads may be just a matter of semantics. Sun Tzu

To: Gottfried who wrote (30094)	5/12/1999 5:09:00 PM
From: Justa Werkenstiff	Read Replies (1) \| Respond to of 70976

Gottfried: Did you check those charts lately? Are we in an uptrend yet <ggg>? Looks like I get my close above $58 on volume over 10m. Perhaps a day late but surely not a dollar SHORT. Speaking of such, those shorts playing in here better be pretty nimble short term traders here or they will get burned.

To: Gottfried who wrote (30094)	5/12/1999 5:11:00 PM
From: Paul V.	Read Replies (1) \| Respond to of 70976

Gottfried and threaders, Following are the DW Bull percentages ending, Tuesday, March 11. Check the leading indicators (hilo, 10week, bpopti and 30week) against 6 weeks ago along with the bpnyse and bpotc. Then check bpasia, bplati(latin america) and bpeuro(europe). With the exception of europe the market appears to operating on all 12 cylinders. AMAT today broke the DW double top of $59 when it hit $60. It will break the DW BEAR Resistance line when it hits $61. Tito, it looks as if your construction workers are going to work early before AMAT's EPS are announced.<g> Naturally, the above is only my opinions and the data which I have reviewed from the Dorsey Wright site. Readers are reminded the old saving, "caveat emptor (buyer/reader beware)." PAUL SCROLL TO RIGHT TO SEE ALL DATA SECTOR Percent SECTOR Percent SECTOR Percent SECTOR Percent SECTOR Percent SECTOR Percent 4/6/99 4/13/99 4/20/99 4/27/99 5/04/99 5/11/99 10week 42.16 10week 50.54 10week 64.43 10week 71.1 10week 73.96 10week 76.69 LEADING INDICATOR #1 30week 39.77 30week 43.33 30week 53.41 30week 58.3 30week 60.1 30week 62.91 LEADING INDICATOR #4 bpaero 44.1 bpaero 41.6 bpaero 58.4 bpaero 59.3 bpaero 62.6 bpaero 64.8 bpasia 42.6 bpasia 49 bpasia 61.2 bpasia 71.4 bpasia 77.6 bpasia 79.6 bpauto 45.6 bpauto 50 bpauto 57.7 bpauto 57.7 bpauto 57.7 bpauto 59.2 bpbank 39.9 bpbank 41.4 bpbank 42.2 bpbank 46.3 bpbank 47 bpbank 48.3 bpbiom 36.3 bpbiom 36.3 bpbiom 31.8 bpbiom 42.4 bpbiom 42.3 bpbiom 47.7 bpbuil 36.6 bpbuil 39.6 bpbuil 47.6 bpbuil 49.4 bpbuil 51.5 bpbuil 52.8 bpbusi 32.9 bpbusi 31.9 bpbusi 35.6 bpbusi 40 bpbusi 45.8 bpbusi 48.4 bpchem 23.4 bpchem 28 bpchem 50.5 bpchem 54.2 bpchem 58.9 bpchem 62.6 bpcomp 36.6 bpcomp 36.9 bpcomp 33.3 bpcomp 45.9 bpcomp 47.7 bpcomp 50.8 bpdrug 35.9 bpdrug 40.2 bpdrug 33.8 bpdrug 38.6 bpdrug 36.4 bpdrug 38.9 bpelec 40.9 bpelec 40 bpelec 36 bpelec 45 bpelec 47 bpelec 49.2 bpeuro 60.7 bpeuro 64.3 bpeuro 64.3 bpeuro 62.1 bpeuro 62.1 bpeuro 58.6 bpeuti 32.9 bpeuti 31.4 bpeuti 31.8 bpeuti 29.4 bpeuti 29.8 bpeuti 30.6 bpfina 33.6 bpfina 41 bpfina 42 bpfina 52.1 bpfina 55.9 bpfina 58.1 bpfood 32 bpfood 31.7 bpfood 36.1 bpfood 42.8 bpfood 43.3 bpfood 45.5 bpfore 44.2 bpfore 44.2 bpfore 61.5 bpfore 60.8 bpfore 68 bpfore 66 bpgame 45.7 bpgame 41.3 bpgame 43.5 bpgame 52.2 bpgame 56.5 bpgame 64.4 bpguti 33.8 bpguti 33.8 bpguti 39.1 bpguti 44.9 bpguti 46.6 bpguti 49.3 bpheal 31.7 bpheal 29.4 bpheal 30.6 bpheal 39.1 bpheal 41.3 bpheal 43.5 bphous 38.9 bphous 41.1 bphous 42.5 bphous 46.2 bphous 50 bphous 54.7 bpinet 71.43 bpinet 82.3 bpinet 27.35 bpinet 63.2 bpinet 38.28 bpinet 47.24 bpinsu 40.9 bpinsu 40.2 bpinsu 39.4 bpinsu 48.1 bpinsu 52.2 bpinsu 54.1 bplati 66.1 bplati 72.2 bplati 77.8 bplati 76.4 bplati 76.4 bplati 78.6 bpleis 34.8 bpleis 36.5 bpleis 40.4 bpleis 44.4 bpleis 49.5 bpleis 51.2 bpmach 36.2 bpmach 36.4 bpmach 46.2 bpmach 47.4 bpmach 52 bpmach 53.8 bpmedi 56.1 bpmedi 62.3 bpmedi 47.7 bpmedi 58.3 bpmedi 60.6 bpmedi 63.6 bpmeta 30.9 bpmeta 37 bpmeta 56.8 bpmeta 61 bpmeta 67.1 bpmeta 69.5 bpnyse 40.4 bpnyse 43.4 bpnyse 49.6 bpnyse 53.8 bpnyse 56.6 bpnyse 59.1 NEW YORK STOCK EXCHG. bpoil 39 bpoil 39.6 bpoil 48.4 bpoil 52.5 bpoil 60.4 bpoil 61.8 bpoils 55.7 bpoils 52.6 bpoils 66 bpoils 67 bpoils 74.2 bpoils 69.1 bpopti 44.48 bpopti 46.47 bpopti 48.6 bpopti 57.07 bpopti 58.19 bpopti 61.08 LEADING INDICATOR #2 bpotc 40.8 bpotc 41.6 bpotc 40.6 bpotc 50 bpotc 51.2 bpotc 54.5 OVER-THE-COUNTER bpprec 29.6 bpprec 29.6 bpprec 35.2 bpprec 35.2 bpprec 38.9 bpprec 41.5 bpprot 33.3 bpprot 35.7 bpprot 35.7 bpprot 38.1 bpprot 35.7 bpprot 35.7 bpreal 23.4 bpreal 22.3 bpreal 27.4 bpreal 29.8 bpreal 33.8 bpreal 40.1 bprest 42.5 bprest 41.4 bprest 41.4 bprest 42.5 bprest 44.8 bprest 47.1 bpreta 40.2 bpreta 44.8 bpreta 46.3 bpreta 50.4 bpreta 52.4 bpreta 53 bpsavi 43.6 bpsavi 43.6 bpsavi 44.8 bpsavi 45.4 bpsavi 42.6 bpsavi 45.1 bpsemi 54.5 bpsemi 46.9 bpsemi 40.4 bpsemi 55 bpsemi 51.5 bpsemi 49 bpsoft 37.4 bpsoft 41.3 bpsoft 35.9 bpsoft 48.5 bpsoft 47.1 bpsoft 49.8 bpstee 25 bpstee 32 bpstee 51.5 bpstee 56.7 bpstee 60.8 bpstee 66 bptele 48.6 bptele 53.1 bptele 48.4 bptele 56 bptele 55.9 bptele 57.3 bptext 36.5 bptext 38.1 bptext 38.1 bptext 40 bptext 43.8 bptext 43.8 bptrans 31.5 bptrans 26.4 bptrans 35.2 bptrans 40.2 bptran 53.3 bptran 60.9 bpwall 57.4 bpwall 69.1 bpwall 50 bpwall 57.1 bpwall 50.9 bpwall 49.1 bpwast 26.1 bpwast 24.6 bpwast 33.8 bpwast 35.8 bpwast 40 bpwast 45.5 HiLo 26.3 HiLo 42.13 HiLo 58.59 HiLo 69.13 HiLo 76.08 HiLo 79.83 LEADING INDICATOR #3 NUMERCIAL ORDER AS FOLLOWS-SCROLL TO RIGHT TO SEE ALL DATA SECTOR Percent SECTOR Percent SECTOR Percent SECTOR Percent SECTOR Percent SECTOR Percent 4/6/99 4/13/99 4/20/99 4/27/99 5/04/99 5/11/99 bpinet 71.43 bpinet 82.3 bplati 77.8 bplati 76.4 bpasia 77.6 HiLo 79.83 LEADING INDICATOR #3 bplati 66.1 bplati 72.2 bpoils 66 bpasia 71.4 bplati 76.4 bpasia 79.6 bpeuro 60.7 bpwall 69.1 10week 64.43 10week 71.1 HiLo 76.08 bplati 78.6 bpwall 57.4 bpeuro 64.3 bpeuro 64.3 HiLo 69.13 bpoils 74.2 10week 76.69 LEADING INDICATOR #1 bpmedi 56.1 bpmedi 62.3 bpfore 61.5 bpoils 67 10week 73.96 bpmeta 69.5 bpoils 55.7 bptele 53.1 bpasia 61.2 bpinet 63.2 bpfore 68 bpoils 69.1 bpsemi 54.5 bpoils 52.6 HiLo 58.59 bpeuro 62.1 bpmeta 67.1 bpstee 66 bptele 48.6 10week 50.54 bpaero 58.4 bpmeta 61 bpaero 62.6 bpfore 66 bpgame 45.7 bpauto 50 bpauto 57.7 bpfore 60.8 bpeuro 62.1 bpaero 64.8 bpauto 45.6 bpasia 49 bpmeta 56.8 bpaero 59.3 bpstee 60.8 bpgame 64.4 bpopti 44.48 bpsemi 46.9 30week 53.41 bpmedi 58.3 bpmedi 60.6 bpmedi 63.6 bpfore 44.2 bpopti 46.47 bpstee 51.5 30week 58.3 bpoil 60.4 30week 62.91 LEADING INDICATOR #4 bpaero 44.1 bpreta 44.8 bpchem 50.5 bpauto 57.7 30week 60.1 bpchem 62.6 bpsavi 43.6 bpfore 44.2 bpwall 50 bpwall 57.1 bpchem 58.9 bpoil 61.8 bpasia 42.6 bpsavi 43.6 bpnyse 49.6 bpopti 57.07 bpopti 58.19 bpopti 61.08 LEADING INDICATOR #2 bprest 42.5 bpnyse 43.4 bpopti 48.6 bpstee 56.7 bpauto 57.7 bptran 60.9 10week 42.16 30week 43.33 bptele 48.4 bptele 56 bpnyse 56.6 bpauto 59.2 bpinsu 40.9 HiLo 42.13 bpoil 48.4 bpsemi 55 bpgame 56.5 bpnyse 59.1 NEW YORK STOCK EXCHG. bpelec 40.9 bpotc 41.6 bpmedi 47.7 bpchem 54.2 bptele 55.9 bpeuro 58.6 bpotc 40.8 bpaero 41.6 bpbuil 47.6 bpnyse 53.8 bpfina 55.9 bpfina 58.1 bpnyse 40.4 bprest 41.4 bpreta 46.3 bpoil 52.5 bptran 53.3 bptele 57.3 bpreta 40.2 bpbank 41.4 bpmach 46.2 bpgame 52.2 bpreta 52.4 bphous 54.7 bpbank 39.9 bpsoft 41.3 bpsavi 44.8 bpfina 52.1 bpinsu 52.2 bpotc 54.5 OVER-THE-COUNTER 30week 39.77 bpgame 41.3 bpgame 43.5 bpreta 50.4 bpmach 52 bpinsu 54.1 bpoil 39 bphous 41.1 bphous 42.5 bpotc 50 bpsemi 51.5 bpmach 53.8 bphous 38.9 bpfina 41 bpbank 42.2 bpbuil 49.4 bpbuil 51.5 bpreta 53 bpsoft 37.4 bpinsu 40.2 bpfina 42 bpsoft 48.5 bpotc 51.2 bpbuil 52.8 bpcomp 36.6 bpdrug 40.2 bprest 41.4 bpinsu 48.1 bpwall 50.9 bpleis 51.2 bpbuil 36.6 bpelec 40 bpotc 40.6 bpmach 47.4 bphous 50 bpcomp 50.8 bptext 36.5 bpoil 39.6 bpsemi 40.4 bpbank 46.3 bpleis 49.5 bpsoft 49.8 bpbiom 36.3 bpbuil 39.6 bpleis 40.4 bphous 46.2 bpcomp 47.7 bpguti 49.3 bpmach 36.2 bptext 38.1 bpinsu 39.4 bpcomp 45.9 bpsoft 47.1 bpelec 49.2 bpdrug 35.9 bpmeta 37 bpguti 39.1 bpsavi 45.4 bpelec 47 bpwall 49.1 bpleis 34.8 bpcomp 36.9 bptext 38.1 bpelec 45 bpbank 47 bpsemi 49 bpguti 33.8 bpleis 36.5 bpfood 36.1 bpguti 44.9 bpguti 46.6 bpbusi 48.4 bpfina 33.6 bpmach 36.4 bpelec 36 bpleis 44.4 bpbusi 45.8 bpbank 48.3 bpprot 33.3 bpbiom 36.3 bpsoft 35.9 bpfood 42.8 bprest 44.8 bpbiom 47.7 bpeuti 32.9 bpprot 35.7 bpprot 35.7 bprest 42.5 bptext 43.8 bpinet 47.24 bpbusi 32.9 bpguti 33.8 bpbusi 35.6 bpbiom 42.4 bpfood 43.3 bprest 47.1 bpfood 32 bpstee 32 bptrans 35.2 bptrans 40.2 bpsavi 42.6 bpwast 45.5 bpheal 31.7 bpbusi 31.9 bpprec 35.2 bptext 40 bpbiom 42.3 bpfood 45.5 bptrans 31.5 bpfood 31.7 bpwast 33.8 bpbusi 40 bpheal 41.3 bpsavi 45.1 bpmeta 30.9 bpeuti 31.4 bpdrug 33.8 bpheal 39.1 bpwast 40 bptext 43.8 bpprec 29.6 bpprec 29.6 bpcomp 33.3 bpdrug 38.6 bpprec 38.9 bpheal 43.5 HiLo 26.3 bpheal 29.4 bpeuti 31.8 bpprot 38.1 bpinet 38.28 bpprec 41.5 bpwast 26.1 bpchem 28 bpbiom 31.8 bpwast 35.8 bpdrug 36.4 bpreal 40.1 bpstee 25 bptrans 26.4 bpheal 30.6 bpprec 35.2 bpprot 35.7 bpdrug 38.9 bpreal 23.4 bpwast 24.6 bpreal 27.4 bpreal 29.8 bpreal 33.8 bpprot 35.7 bpchem 23.4 bpreal 22.3 bpinet 27.35 bpeuti 29.4 bpeuti 29.8 bpeuti 30.6