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

To: LiPolymer who wrote (36483)	8/9/2000 9:00:08 PM
From: Joseph Beltran	Read Replies (1) \| Respond to of 70976

Montgomery Securities says it's not time to buy AMAT. (The clown Fitzgerald at MONT stated a few days ago that regardless of what AMAT's earnings were or how positive their forward forecast was, the semi-cycle was over) biz.yahoo.com

To: LiPolymer who wrote (36483)	8/9/2000 9:33:05 PM
From: mitch-c	Read Replies (1) \| Respond to of 70976

I guess in this recipe we'll have to leave out the parmesan and crushed red pepper (impurities and defects). Thanks for an enjoyable post. 8-) Hey, feel free to extend the analogy. There are lots of ways to tie in wafer fab techspeak so that everyone can picture it. I also wanted to show that different people demand different pizzas - from plain cheese to loaded - and the same is true of microchips. That's half the battle in investing ... understanding the business you're buying. Otherwise, you're just speculating on graphs and numbers. Regarding JJ and other bonehead analysts ... have you noticed that a dim bulb flares up just before it burns out forever? <g> - Mitch