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Politics : Formerly About Applied Materials
AMAT 254.72+0.9%Dec 1 3:59 PM EST

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To: Terry D who wrote (14215)1/7/1998 11:15:00 AM
From: akidron  Read Replies (1) of 70976
 
haven't had alot of time to post. still don't. so this will be short. but I did want to say that people should get off DD's back. If you read his posts over past three months they have been uncannily accurate and realistic. sure in the long term there is money to be made in the stock. especially if your're in netween 25 and 30, but be realistic, if the SEA govenments cannot pay their loans, there seems little doubt that some of their corp's will default or postpone payment too. that said, because of numerous other factors that I previously posted, most notebly strong demand from europe and agressive investment from INTC I am more bullish than DD, but not wide eyed and certainly not margined at these prices. 18 perhaps.
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