Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 267.87

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3:59 PM EST

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To: marc henschke who wrote (20903)	6/26/1998 8:18:00 PM
From: Teri Skogerboe	Read Replies (1) of 70976

Marc, Off-Topic I didn't get this edited in time, but I have lots and lots of conviction about the semi-equips (tons of it really)... I have just lost money in the past on the timing issue; this is what makes me hesitate to short or buy more puts. And, right this second, there are probably better shorts out there than the equips, like YHOO or AMZN or that software company Jtech was telling us about (Arbor something...that's not the right name, I haven't researched it.) Anyway, conviction, I'm not at all lacking in conviction. I am just "respectful" in a screwy sort of way of the hype that Wall Street sells mostly through the sell-side analysts that makes stocks go up when every logic in the world says they should go down. Now we've definitely beat a dead horse. And, hey, we welcome your input here; the more thinking people we have, the better off we are, IMO. Teri

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