Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 335.46

-0.4%

11:49 AM EST

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To: Gottfried who wrote (8938)	10/18/1997 8:13:00 PM
From: JMD	of 70976

GM, all: first post to this thread. My sister-in-law who doesn't know technology from pasta wandered into AMAT god knows how a few years ago and I will probably never hear the end of it. Now the stock is looking like a bargain to me so I started to check in with you all via the old lurking trick. If I could ask a favor please: who is Michael Burke and what does he have against AMAT? The guy is on something called 'Coffee Shop" on SI and is predicting tech stock melt down of mega proportions. I am not kidding--this chat is going on as this is being posted. He obviously ran a couple of mutual funds and presumably did so successfully. He is witty in his posts, clever and all that, but his armageddon for tech stocks thesis is a little disconcerting at this juncture. He thinks MU is a shell game and seems to think that AMAT played around with recent earnings report and even wrote a letter to Barrons about it. Never published cuz he blew their e-mail address. Anyway, can anybody make any sense of this? and I apologize in advance for taking somebody's time if this guy is just some clown that I ought to have known about, but he sure doesn't sound like it! Regards, Mike Doyle

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