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Politics : Formerly About Applied Materials
AMAT 252.25+0.9%Nov 28 9:30 AM EST

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To: akidron who wrote (18528)4/4/1998 7:40:00 AM
From: Dr. Bob  Read Replies (1) of 70976
 
Hope everyone reads akidron's post. This is a very well-reasoned argument, and I'm anxious to hear the rebuttal. I also have AMAT puts (though I started buying two weeks ago, when they cost a lot more), and have posted similar arguments on the KLIC thread, though not nearly as comprehensively as akidron. You might write off jtechkid, who's been saying the same thing for even longer, because he says it so frequently and he has kid in his name, or Big Bucks, who's been bearish for a while, as just a bear (even though he's been right most of the time), but how do the bulls answer akidron's observations?

Bob
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