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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?


To: Judy who wrote (6008)6/17/1999 8:12:00 PM
From: Justa Werkenstiff  Read Replies (2) | Respond to of 15132
 
Judy: If Cramer steps up to the plate in the capex sector, I will view it as a contrary indicator. I have seen him criticize AMAT's Morgan and Taylor for not having a clue about their business going forward which suggests to me that he is clueless about this sector. In the article, he reached the same conclusions many of us did five weeks ago at a 25% discount to where AMAT is trading now.