Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 223.95

+1.7%

Nov 21 9:30 AM EST

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To: Tony Viola who wrote (26842)	12/3/1998 5:31:00 AM
From: Duker	Read Replies (1) of 70976

Sorry Tony ... I actually just responded to the yield thing without reading the author ... that's bright, huh ??? Agreed on the mysterious yield alchemy at INTC & IBM ... Yes ... AMAT and KLAC(-on ... KLAC-off ... KLAC-on-KLAC-off ... The KLACer ...) were quite impressive today ... not to mention LRCX and NVLS ... You have got to believe that people are still frustrated that they missed the lows in the Summer of '96 and the subsequent huge run-up ... Imagine the levels if business actually turns? In terms of the lemmings inability to grasp the fact that INTC is doing better ... First hand experience: my EX-fund manager boss sold at $69-$70 (go to the chart ... look at the very last $68-$70 patch sitting just before the most recent run-up ... that was where he sold ...). Business was getting better with the inventory build and seasonality alone ... but still, he sold ... as I walked out the door (best decision of my life) ... I laughed and bought a slug for my PersAccnt ... He later sold LRCX (to me and my clients) at $8 13/16 and AMAT in the mid-$20s ... What were we talking about, again? Oh ... why you have to hit some people over the head with good news; and the sharpness of turns on no news ... I believe the answer lies along the Grand Mistake Spectrum between insecurity and stupidity ... Have a good day ... beautiful again here in Beantown. Heating oil prices must be in the tank (no pun) ... Heard a couple of "experts" talking about sustainable $8-9 crude ... better dust off my Oil Service/Driller Folder from the Summer of 1995 ... we may get another chance ... Don't love the business ... but at a price ... --Duker

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