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Politics : Formerly About Applied Materials
AMAT 304.08+2.2%Feb 5 3:59 PM EST

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To: Rob C. who wrote (30290)5/18/1999 4:18:00 PM
From: Rick   of 70976
 
Repentance:

Several months ago, I was blasting the valuation on AMAT and sparring with somebody about the relative merits of the stock (don't remember who it was).

I was way wrong.

You were way right, made good arguments, and deserve credit for facing the tough time back then (fall I think) with unwavering resolve.

cheers.

Rick.

P.S. I am sitting here watching CNBC with the AMAT earnings report and recalling my short last fall (actually covered with a small loss long ago). I was smart enough to bail on my short when it started moving back up, but not smart enough to listen to the well thought out posts back then. It reminds me, though, how valuable many SI posters thoughts are.
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