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

To: advocatedevil who wrote (44773)	3/30/2001 12:23:03 AM
From: Gottfried	Read Replies (1) \| Respond to of 70976

ad, same guy posted the same thing on TMF AMAT. That's ok, I post on other boards, too. These articles could be shortened to "things are bad but are going to get badder". :) Maybe throw in a few comparisons to 1929 and Japan and reiterate. I'm no Pollyanna, but who needs this? This guy has the right idea boards.fool.com And this one takes pessimism to new lows Message 15586567 so I commended him Message 15586620 Gottfried

To: advocatedevil who wrote (44773)	3/30/2001 12:26:09 AM
From: FJB	Read Replies (1) \| Respond to of 70976

AD, That is a bizarre write up. Every tech executive says business is horrible and then you have "Talking with management about their outlooks is like talking to parents about their children," says Banc of America Securities analyst Robert B. Austria. "It is literally that difficult for management to accept the changing environment." Is this person listening to management? Management says business is pitiful and outlook is bleak at just about every tech company. He can't be that far removed from reality? Bob

To: advocatedevil who wrote (44773)	3/30/2001 5:52:17 PM
From: Cary Salsberg	Respond to of 70976

It is not easy to buy at the bottom. Sounds like the middle two weeks of April, tax selling and earnings reports and conferences, will make explicit the dire straits that tech is in and show us how the market reacts. As I suggested earlier, my price targets are looking more likely, but the stomach to buy is fading. I have GTC orders in, so I will sit in a catatonic state and let the computer execute my orders. If I get all my orders, it will be a first. In '98, I fully committed my capital before the bottom, but my stock selection was less restrictive. In '96, semi-equips didn't reach my lowest levels.