Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 319.56

+0.3%

12:42 PM EST

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To: Tito L. Nisperos Jr. who wrote (9438)	10/24/1997 1:28:00 PM
From: Martin A. Haas, Jr.	Read Replies (2) of 70976

Tito, I'm buying more at 30. When the UBS analyst cited weakness of the currency of some SE Asian countries as a reason to downgrade, my question to him would be, where have you been the past two months? Correct me if I'm wrong, but hasn't there been weakness in the SE Asian markets since about late August or maybe earlier? This downgrade should have been made weeks ago and there is certainly no foresight or thought behind this recommendation. . I wish one of us would have seen this freight train coming. Marty

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