Formerly About Applied Materials Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Applied Materials

AMAT 252.25

+0.9%

Nov 28 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Teri Skogerboe who wrote (20862)	6/26/1998 2:16:00 PM
From: marc henschke	Read Replies (3) of 70976

Teri: Just out of curiosity, why does someone like you with such an overwhelmingly negative view of AMAT's short term and midterm prospects apparently spend hours each day reading the AMAT thread? What exactly is your incentive for constantly scouring the internet looking for any and every story with pessimistic implications for the semi equipment industry? If you really believe your own doomsday postings, why aren't you shorting the stock at these levels? If you are too unsure of your own purported views to be shorting the stock, what's making you so unsure (i.e., what are the counterarguments to your one-sided postings that you apparently respect enough to keep you from shorting the stock)? If you see no significant recovery for AMAT until late 1999 or year 2000, why not spend your time and energy on some other stock that won't be dead money for the next two years? I ask these questions not to attack you personally, nor to discourage the posting of any and all viewpoints on these threads. Indeed, the very reason I come to this thread each day is to get a good cross-sampling of all the opinions out there in the marketplace, yours included. Rather, I ask these questions because I'm curious about your psychology -- about your transition from an "ooh baby" cheerleader of spring '97 to an equally one-sided nattering nabob of negativism this summer. Will an era ever dawn in which you see the semmi equipment market in shades of gray, acnowledge your own lack of conviction, and take to posting balanced and conflicting pieces of information about AMAT?

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next