Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 228.64

+1.1%

3:59 PM EST

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To: Skeeter Bug who wrote (28390)	2/17/1999 5:35:00 PM
From: Math Junkie	Read Replies (2) of 70976

<<the only specific price forecast i made was that amat would drop below $25. it did. other than that, i gave my opinion that amat was over valued based on fundamentals.>> I wasn't talking about your price forecasts, I was talking about your forecasts for business in the semiconductor equipment industry. In one of the posts which I linked to, you said, "q1 and q2 99 will be absolutely nasty!" Is a 50 per cent increase in bookings Q over Q "nasty"? Not in my book! <<some folks would mislead others into believing my record is all crap - and it isn't.>> I'm quite prepared to believe that you have made money one way or another. I am, however, extremely skeptical of any predictions you make about this sector.

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