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Politics : Formerly About Applied Materials
AMAT 256.41+1.1%Dec 19 9:30 AM EST

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To: Joseph Beltran who wrote (51342)8/31/2001 11:33:35 AM
From: michael97123  Read Replies (2) of 70976
 
Joe,
sue billat suspects amat taking market share from nvls. Has reduced her strong buy on nvls to buy and reiterated her strong buy on amat. She felt nvls not forthcoming about market share issues on the call yesterday. She just spoke on cnbc. mike
PS Joe, Keep the chin up--august is over. Take the weekend off. August is historically the worse month of the year. Eco picture still mixed and bears do not have a monopoly on the truth. Keep thinking of the merrill commercial with the fake cnbs folks prognosticating 6k when naz crossed 5k. Remember smug battapaglia and lazlo beryni and think of todays smug shorts so f......k sure of themselves, even on this thread.
Advocate Devil who is a very successful at trading and NOT at all smug, will be on our side soon. He is a good trader I have learned, because he is not wedded to an ideology. Jacob Snyder seems to be switching teams. But the others pounding the table for lower numbers will be dealt with severely later on by what we have learned is a very unforgiving market. . Sorry for the ramling but it needs to be said before the last of the summer weekends in a wonderful country muddling thru a setback. mb
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