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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (33660)	1/7/2000 12:46:00 PM
From: Jeffrey D	Respond to of 70976

Brian:<<We will have our day, regardless of all of the morons:-))))> Brian, morons are good. They provide buying opportunities. AMAT still has time for earnings warning and in looking at what happened to LU today after theirs that would not be pretty. Need to be careful if you are on margin here like I am. Jeff

To: Proud_Infidel who wrote (33660)	1/7/2000 12:51:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 70976

Brian, All I can do is shake my head....these guys are morons. LRCX also upgraded yet it is down today 4+ points while the NAZ is up 2%. Frustrating to say the least. As long as the LT picture remains intact though and demand remains strong, I guess I shouldn't grouse. We're getting one-a-day negatives on the techs. First Gateway (blaiming Intel), then LU and now AMAT. Can't say analysts' conspiracy because two of them (GTW and LU) came out of the mouths of companies. FWIW and WDIK, but I think Intel is fine for the quarter, and the other tech gorillas Microsoft and Cisco, same. Hopefully, that's it for the bad news. MIS problem, trying to remember another company, maybe as much as a year ago, that reported something like this (not that this came out of AMAT's mouth. Or did it?). Tony