Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 226.05

+1.3%

Nov 14 9:30 AM EST

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To: Proud_Infidel who wrote (26945)	12/6/1998 8:13:00 PM
From: 16yearcycle	Read Replies (2) of 70976

Brian, Richard is consistently even tempered and humble in his posts. Let's not get too carried away here. It has been a long year for a consistent bull like yourself and you took a lot of shelling for it. You desrve lots of credit for your decisions and your consistency. The funny thing is that you are right about prices now, but the bears have been right about the business. It has gotten and stayed about as awful as anyone would have guessed. But the street is looking way ahead now. This could change, again. If the business turns soon, I mean strongly and management becomes positive, the game is over, or this round of it until the next cycle. We are not quite there yet. I hope that it calms down on this board. There was a lot of anger here in September 97. The level of disputes rises when the stock price disconnects with the current business activity, in either direction. We are either going to see a strong pull back within 4-5 months, or business will explode within that same time frame.

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