Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 322.32

-5.6%

Jan 30 9:30 AM EST

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To: Sam Citron who wrote (59460)	1/26/2002 4:53:03 PM
From: Tito L. Nisperos Jr.	Read Replies (2) of 70976

Sam, I agree with you that Jeff Neff is a very successful Mutual Fund manager but with his call to short AMAT, I agree with Gottfried to ignore him. I think he should concentrate on stocks he know better, he has to learn more about AMAT and its sector. An AMAT employee (like my cousin who started with $50K and less than 10 years later had more than $2M in his 401K) who doesn't care about P/Es and just bought AMAT because he believed the stock will continue doubling his shares every 2 to 3 years will fair better in investing in AMAT than Mr. Neff. I said these with the understanding that his short is good for at least a year and not just for a week or so. Time will tell.

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