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Politics : Formerly About Applied Materials
AMAT 259.21-4.0%Dec 12 9:30 AM EST

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To: Robert O who wrote (31971)8/17/1999 3:58:00 PM
From: Duker  Read Replies (2) of 70976
 
RO,

On the nervousness issue ...

I always get a bit anxious about quarterly releases of my companies ... not sure why ... my stomach feels like it would before gametime (back in the long-since-passed-quasi-athletic days) ...

I find it funny ... as I could care less about quarterly fluctuations ... unless we are at the point in the cycle where I am trying to build a position (versus now, where I am just content to sit on my ass ... something I have become quite good at ...)

I have to say that I hope AMAT will beat its chest and declare itself 'King of the Quickly Expanding Jungle' ...

Time of day a man can just start a'rambling a bit ... shouldn'ta probably had that 3:00 grande ... is it normal to sweat in an office that is 66 degrees ... I wonder ???

I think reading this WMI 10-Q is making me dizzy ...

--Duker
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