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Politics : Formerly About Applied Materials

AMAT 322.31

-5.6%

Jan 30 3:59 PM EST

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To: Jeffrey D who wrote (22735)	8/11/1998 12:20:00 AM
From: Jim Willie CB	Read Replies (2) of 70976

JeffreyD, suckers rallies are tough... they require a continuous string of suckers to buy on upward trail that is perceived to be leading toward a cliff... wouldnt it be wiser to allow such a suckers rally to stall, then short it? this rally has been meagre for AMAT, much greater for NVLS (in % terms)... based on spontaneous combustion with tons of guesswork analysis, whorish cheerleading, lowered earnings, warnings by AMAT itself, and good cause for downgrades... ever wondered why a house lowers earnings then does not downgrade??? you are the one buying the vapor... if you profit, feel as good as a dumb but successful thief... if Teri and others profit from declines in line with deteriorating fundies, she can feel as good as a violin player who plays the same song twice and if some stay on sidelines while this stabilizes, then they are the wisest of us all !!! I agree this is or was a suckers rally... I believe houses sold millions of equip shares, knowing from their Asian offices how bad it is GOING to get... what does your Asian office say? / Jim Willie

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