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Politics : Formerly About Applied Materials
AMAT 327.01+2.5%Jan 16 9:30 AM EST

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To: Gottfried who wrote (10938)11/13/1997 12:04:00 PM
From: akidron  Read Replies (2) of 70976
 
Mr. Large Bucks I can hardly be accused of seeing the world through rose tinted glasses, as I sold at what turned out to be the hieght of the euphoria, because the world outside was looking a little off color. WHAT I AM SAYING IS THAT THIS DOWNSIDE MOVE IS AN OVER-REACTION. THAT NOT A SINGLE MAJOR EQUIPMENT MAKER HAS WARNED OF SLOWER GROWTH OR OF A SINGLE ORDER CANCELATION THAT I HAVE SEEN. YOU ARE SPECULATING. WHICH YOU HAVE EVERY RIGHT TO DO. BUT IT IS SPECULATION NONE THE LESS.
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