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


To: Jerome who wrote (47245)5/24/2001 8:05:20 PM
From: trilobyte  Read Replies (1) | Respond to of 70976
 
let's not adorn Cary with the victim's mantle here...

Michael's comment was factually correct: Cary is suggesting
that AMAT's valuation is out of whack and the market is
stating otherwise by pushing AMAT higher. So Cary IS
fighting the tape. This doesn't imply that his position is
not well thought out, although I personally don't think the
scenario he suggests will obtain. Simply that he is going
against the Wall Street crowds.

T--