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Politics : Formerly About Applied Materials
AMAT 223.95+1.7%Nov 21 9:30 AM EST

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To: jtechkid who wrote (18143)3/24/1998 9:46:00 PM
From: The Vinman  Read Replies (1) of 70976
 
I agree with your analysis of the current irrational state of the market. Quantum warns, and they see no improvement until at least September(which they cannot honestly predict right now) and yet the stock and the entire disk drive sector was up today. An analyst said, "Well, they are gaining some market share in PC business." Hello! Did you read the press release? PRI automation warns that they will miss number badly yet stock goes up along with AMAT!!! Stocks like YHOO have 4.6 BILLION market cap and the company had LESS than 100 million in REVENUES last year. Market is a joke......

Vinman
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