Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 220.28

-6.4%

Nov 20 3:59 PM EST

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To: Proud_Infidel who wrote (21322)	7/9/1998 9:40:00 PM
From: Justa Werkenstiff	Read Replies (4) of 70976

Brian: AMAT already pre-announced and guided street to .20 - .23 during the last cc. So AMAT is going to pre-announce again another 10% to 15% shortfall and the stock is going to tank to $12 as a result? If that is the case, why don't I hear any talk about shorting AMAT? This should be easy money for all the bears short term or otherwise. Truth be told, there are no true bears on AMAT -- just closet bulls shopping hard for a better price that fits their notion of value. And that is a big problem of late for those expecting the big tankaroo. There are just too many "wanabe" longs in the AMAT aisle.

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