Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 264.64

-2.0%

10:16 AM EST

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To: Berk who wrote (61755)	3/8/2002 8:57:54 PM
From: Cary Salsberg	Read Replies (1) of 70976

OT You are not the only one who could be wrong. I would have said nothing if you qualified your downside estimate with a "barring no further negative news" statement. I have seen many companies treated like they were MSFT or AMAT and the results have been a disaster. EMC doesn't have special technological advantages or significant barriers to entry. They are primarily a marketing success and their track record was recorded during a networking bubble. They are in the process of changing their business model and they have done poorly lately. I don't know if EMC will succeed or fail, but I can't let an unqualified downside limit sneak by. Since you competed with them, why did they succeed, what went wrong, lately, and why will they pull it together? I have no position and it is extremely unlikely that I ever will.

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