Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 322.31

-5.6%

3:59 PM EST

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To: Teri Skogerboe who wrote (4936)	5/29/1997 9:42:00 AM
From: Terry D	of 70976

Teri - I don't know if you saw my note to Joe, but I share some of your skepticism. I grant him the fact that he could be correct, AMAT based on current visibility, is fully valued. The inconsistencies I question and which Joe has not answered: 1. hedge funds do not publish research - they just don't; when's the last time a mutual fund put out a report? 2. he has yet to present anything resembling evidence, something we could get on the phone and check out. Understand - I know a lot of hedge fund mgrs and most of them are short AMAT and have been since the earnings announcement. The rest of them are long up to the gills. So what? What is the trigger? If you can't share your info, fine. But I am not taking action based on some anonymous post on an electronic chat site. I told you so means nada w/out proof. td

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