Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 322.34

+1.1%

Jan 23 9:30 AM EST

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To: marc henschke who wrote (20903)	6/26/1998 5:50:00 PM
From: Katherine Derbyshire	Read Replies (1) of 70976

>>That said, however, it does get tiresome to hear you incessantly state with utter conviction the negatives of current industry conditions when it's clear you actually lack sufficient conviction to short AMAT. << If I can stick my nose in here... A sure sign of irrational exuberance is bitter criticism of opposing views. Sounds like a reason to short AMAT right there. Personalities aside, though, there are plenty of reasons not to short a stock despite one's opinion that it's short term prospects are poor. Portfolio diversification and a belief that more money can be made elsewhere (short or long) spring to mind. So does a belief that shorting is inherently too risky for a given portfolio and goals, or a suspicion that the irrational market isn't going to figure out the stock's true value within a reasonable time. None of these "doubts" has anything to do with the business prospects of the company. I share Teri's general opinion that the near-term prospects for the semi equipment sector are poor. I'm not short AMAT either. So what's your point? Katherine

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