Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 232.46

-1.2%

11:39 AM EST

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To: Teri Skogerboe who wrote (21566)	7/11/1998 11:55:00 AM
From: akidron	Read Replies (4) of 70976

Two points.... One ---- AMAT has a halo multiple normally reserved for industry leaders that consistently meet expectations.... it will go.... management's blindness is quite inexplicable and inexcusable Two ---- Morgan will be done within 12 months.... he's lost it... didn't see commodity pc's, didn't see that his business came from government welfare, didn't see that Tiawian was an economy not a religion.... in other words he didn't see enough... MileHigh BB, Teri, DD and myself were predicting this before jtechkid was born (on SI).... FYI.

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