Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 332.84

-1.2%

10:10 AM EST

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To: Katherine Derbyshire who wrote (22755)	8/10/1998 10:22:00 PM
From: Proud_Infidel	Read Replies (1) of 70976

Katherine, Re:my criticism of your Lehman post was out of line. It's forgotten. Re: Your intentions & qualifications I was not in any way saying comparing you to the CNBC crew, although going back over my post I could see how one could read it that way. You are greatly appreciated by myself and everyone else for spending time here on SI since you are obviously very knowledgeable about this industry; let me state this clearly. Re: . I have no intention of investing in semiconductor equipment stocks, no matter what the market does. First, such investments would be ethically problematic I am curious as to why you feel this way. Mark Haines(the only offhand exapmple I can think of) routinely states that he is a holder of AMAT stock when he questions J. Morgan. Mark Haines does not parallel what you do and so may not be a good example. Do you feel ownership of a certain stock will cause a de facto bias? Kind Regards, Brian

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