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Politics : Formerly About Applied Materials
AMAT 297.52-6.6%3:59 PM EST
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To: Gottfried who wrote (42485)2/22/2001 9:13:26 AM
From: Proud_Infidel  Read Replies (2) of 70976
 
G,

In addition there is no innuendo at all that Applied uses funny accounting, depends on equity investment gains, extends loans to weak clients etc. You cannot say that about some of the other gorillas.



I have heard the exact same argument used against INTC, MSFT, and CSCO. Personally, I believe it(thg false argument) is done by people looking for ways to justify their sitting on the sidelines while several hundred percentage points of gains vaporized before them.

Brian
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