Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 223.95

+1.7%

Nov 21 3:59 PM EST

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To: William Griffin who wrote (30219)	5/17/1999 10:04:00 AM
From: Duker	Read Replies (1) of 70976

Just doesn't seem that bright a thing to do ... downgrade before the quarterly call? How about this for a justification for an AMAT downgrade: SSB's expectations are based on a micro call with macro ramifications. They argue that the Market will correct if Greenspan chooses to tighten or change his bias (obviously it is a Board mechanism ... but, that won't work as well with this story). This clearly has an impact on AMAT in the short-run ... therefore, they will look like geniuses if they are right. The rationale for the tightening: Greenpsan gets upset because he has been cut-off by Andrea Mitchell ... so, he comes into tomorrow's meeting hell-bent on making someone else feel miserable ... isn't that the way Paul Volcker used to go about his rate decisions? --Duker

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