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Politics : Formerly About Applied Materials
AMAT 292.90-1.0%1:12 PM EST

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To: Proud_Infidel who wrote (26945)12/6/1998 10:16:00 PM
From: Math Junkie   of 70976
 
Re: <<If you consider me questioning someone about their motives "beating up" that person when in fact they were not clear in their postings, you have a very low threshold for disagreement.>>

If you consider those words to be too strong, I withdraw them.

<<Where were you earlier this year when many of the Bulls were truly getting "beaten up"?>>

A fair question. Here (I hope) is a fair answer.

I'm not a prolific poster, but here's a sampling of what I had to say between September 11th, when AMAT was still about 16% above the low, and October 8th, the day of the low:

Message 5727186

Message 5900979

Message 5909851

Here's my favorite, from the day before the low:

Message 5947937

And here are my comments, on the day of the low, on one of the first pieces of good news for the industry being misinterpreted as bad news:

Message 5958108

God, I love the archiving features of SI!

I admit being too conservative in my recovery forecast, but at least I was correct on the direction of the market.

As you can see, I am all for a little good-natured gloating!

<<BTW, in case you didn't notice, the post you reference has my apologies if indeed I am mistaken in my judgement. That was the part you didn't happen to include in the parentheses. At the very least, let's be fair.>>

Sorry, I usually only quote the points I am speaking to. I wasn't trying to make any kind of case against you as a person. I just thought the complaints from you and others about that one post from Wildstar were overdone.

For the record, I have a lot of respect for you, because you are the one person who, more than any other on this thread, has kept the faith in presenting the bull case through the market's darkest hours.
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