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Politics : Formerly About Applied Materials
AMAT 301.11+6.9%Jan 9 9:30 AM EST

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To: Joe Albinowski who wrote (1818)9/9/1996 3:25:00 PM
From: edward miller   of 70976
 
What are you talking about??? Where am I "buying right back into the same unreliable method of forming an opinion ..."?

Nothing I posted was from the analysts.

Your last sentence summarizes my thoughts on how your comments correlate to my post:

"It's certainly beyond me !!!!"

My point is simple. I don't believe the semi correction is over.
Until the semi correction is over, the semi equipment business
will not turn around. It's too early to buy AMAT. If you felt
differently about my post, then it's because I was trying to not
sound too negative (since I think AMAT will come back eventually)
and because I didn't want to predict where the bottom would be.
It's "possible" that the prior low may hold, but I still have my
doubts. But once it drops below 16, how much lower can anyone
say it will go?

None of this comes from the analysts. What are you thinking?????

Ed Miller
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