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Ames Tiedeman » Comments » AMAT

  • Hedge Fund Tracking: Moore Capital Management (Louis Bacon), Q3 2008  [View article]
    Forget Hedge Funds. Do not send any of them your money. Stick with well grounded Mutual Funds like Fidelity or 20th Century or others. Back to basics. Do not be a fool and send your millions to a one man shop. Go with firms like Fidelity who cannot steal your money!!!! The track records of the many mutual fund companies are better than that of Hedge Funds anyway. Hell, buy your kids Coca Cola, JNJ, PG, and take the stock certificates and put them in your safe deposit box if you want. Do not mess around with these Hedge Funds and 1 man shops on the street! And stop following all the advise of the ETF crowd. If you have $10 million put 500k in 20 well run, good old fashioned mutual funds! Then enjoy life and look at your returns in 10 or 20 years...
    Dec 13 17:46 pm |Rating: +1 0 |Link to Comment
  • Applied Materials: Citigroup Thinks Semi Bottom Is In [View article]
    The semi bottom is always in 9 months before the sales recovery.
    Dec 13 12:06 pm |Rating: 0 0 |Link to Comment
  • Semiconductor Returns a Function of Financials [View article]
    I fully expect the SOXX to recover over the next 36 months. The opportunity found in SNDK and NVDA are once decade opportunities. The opportunity in AMD if it can make itself right is one in an investors lifetime.
    Aug 02 15:18 pm |Rating: 0 0 |Link to Comment
  • Oil Prices, Electric Cars and the Wisdom of Carlos Ghosn [View article]
    We must move to cars powered by natural gas and electric cars as well.
    Jul 19 21:43 pm |Rating: 0 0 |Link to Comment
  • Jim Cramer's Mad Money Lightning Round Picks, 7/26/07 [View article]
    Cramer was actually right in his ANAD call.
    Apr 23 09:42 am |Rating: 0 0 |Link to Comment
  • New Solar ETFs: Here Come the Suns [View article]
    AMAT and MEMC are clear winners.
    Mar 31 14:04 pm |Rating: 0 0 |Link to Comment
  • Semiconductor Capital Equipment: Beliefs, Perceptions and Reality [View article]
    AMD and LSI have the most upside potential when chip sales turn up.
    Mar 21 09:56 am |Rating: 0 0 |Link to Comment
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