Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

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Dec 3 3:59 PM EST

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To: robert b furman who wrote (3740)	10/25/2002 8:15:31 AM
From: Steve Lee	Read Replies (2) of 25522

"I'm getting lightheaded thinking that these BASIC THOUGHT PROCESSES may well be FINALLY REDISCOVERED." Not yet for the simple reason that people are still investing with bubble mentality. The supply half of the supply and demand needs cutting drastically before proper pricing results in profit. While investors are still chasing shares in buying frenzies such as this month, the overcapcity will get worse. It is these investor funds that end up in the pockets of insiders or as misallocated capital subsidising unprofitable business. Take a look at the current rate of offerings that are finding liquidity this month. Until shareholders stop rewarding insiders of lossmaking companies, the good companies will continue to be killed by the bad ones that lose money but have cashflow.

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