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Politics : Formerly About Applied Materials
AMAT 223.95+1.7%Nov 21 9:30 AM EST

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To: advocatedevil who wrote (45905)4/26/2001 7:28:12 PM
From: advocatedevil  Read Replies (1) of 70976
 
Misc. comments:

RE: "Also, many short sellers have a real "attitude" about the companies they short. Your thoughtfulness and civility on thread is a breath of fresh air. This is a good place."

Demosthenes, Let there be no question about it, I like Applied Materials on almost every level. Perhaps it shows at times. My "attitude" will likely change when I reverse and go long. Then it will be time to bash those crazy shorts! <g> Seriously, thanks for the kind words.

RE: "I strongly doubt they will have any meaningful reduction to Capex."

Ian, I have to agree. I really thought Intel would be changing their plans, but as Tony pointed out, Barrett has reiterated the $7.5B number so many times now, there's no way he's going to back-off and look like a fool.

RE: "Semicharts updated"

Gottfried, Thanks for updating your charts and good luck on your new AMAT play. (I hope you won't mind if we go a little lower first!).

AdvocateDevil
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