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

To: Joseph Beltran who wrote (36484)	8/9/2000 9:24:16 PM
From: Demosthenes	Read Replies (2) \| Respond to of 70976

Joseph, <<Montgomery Securities says it's not time to buy AMAT.>> Fitz was quoted this week as saying there are "upstream concerns" even with a good AMAT CC. What these may be we know not and may never know. I always have upstream concerns about my positions and would think any professional analyst better have them, also. Maybe saying something vague like that is an attempt to show intelligence without really showing any. He didn't say he had "upstream concerns" himself, just that they were out there. Thank you Mr. Fitz. D