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Politics : Formerly About Applied Materials
AMAT 297.52-6.6%Feb 4 3:59 PM EST

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To: Proud_Infidel who wrote (42491)2/22/2001 11:05:31 AM
From: Gottfried  Read Replies (1) of 70976
 
Brian, I'm not sure if was clear. I had said >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.<

Right or wrong, other gorillas are being accused of risky practices to bolster their reported earnings. I am NOT passing judgement on the accuracy of those accusations.
But Applied, in contrast, seems as pure as Caesar's wife.
Nobody has even hinted that Applied isn't very well run.

Applied's only problem appears to be sagging orders and that is beyond Applied's control.

Gottfried
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