Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 336.87

+1.3%

3:59 PM EST

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To: Gottfried who wrote (17316)	3/7/1998 10:13:00 PM
From: Proud_Infidel	Read Replies (1) of 70976

GM, Re:Homework is much overrated. Most of the opportunities you mention come from sudden and unexpected events that homework cannot predict. If homework tells us that the company expects a flat quarter and then the company suddenly drops the earnings estimate, how did it help? Homework can give you a false sense of security. I'm going to post this on my wall. You verbalized something i've thought for a long time. One could have done all of their homework on AMAT and bought last summer preparing for the 300mm upgrade etc. etc., but they would have had it eaten by the dog<GGG> BK

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