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

To: Proud_Infidel who wrote (37672)10/3/2000 10:20:52 AM
From: Mark Duper  Read Replies (1) | Respond to of 70976
 
I know, Brian. I've been sick about it; I actually have been losing sleep over this.

Sup.



To: Proud_Infidel who wrote (37672)10/3/2000 10:22:57 AM
From: michael97123  Respond to of 70976
 
Brian, Analyst just guessing at which manufacturer will have biggest gains. He can always say he recommended them all. For the market to take amat down on a "juggle" is ridiculous. 78-52 in two weeks is ludricous. Hang in there. Mike



To: Proud_Infidel who wrote (37672)10/3/2000 3:05:48 PM
From: Cary Salsberg  Read Replies (2) | Respond to of 70976
 
Brian,

Soundview based its downgrade on "consternation." AMAT is the biggest and most widely held, so it is the most obvious target for "consternation."

I would never bet on NVLS and LRCX against AMAT. In the past I did and I was wrong.

Cary


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