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

To: michael97123 who wrote (45648)4/20/2001 9:59:14 AM
From: Pink Minion  Read Replies (2) | Respond to of 70976
 
Why are the bears so shocked that the written off inventory will be used thus increasing margins?

Not shocked. It called accounting fraud.



To: michael97123 who wrote (45648)4/20/2001 12:42:15 PM
From: Gottfried  Read Replies (1) | Respond to of 70976
 
Mike, re >Let me know when you think it might be time to take some chips off the table.</>< I either take chips off the table too early, too late or not at all. Surely you can do better yourself. :)

Gottfried



To: michael97123 who wrote (45648)4/20/2001 6:21:21 PM
From: Cary Salsberg  Read Replies (1) | Respond to of 70976
 
Mike,

Do you ever consider stock valuations when you make "off to the races" statements. The past few years were dominated by players completely ignoring fundamentals and valuation. One hopes that the dot-com debacle will serve to make "investors" wiser.


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