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

To: Cary Salsberg who wrote (47279)5/25/2001 10:43:52 AM
From: michael97123  Read Replies (1) | Respond to of 70976
 
"This board has a pretty intelligent readership, but hardly any discussion of business fundamentals. The posters
sound just like the retail analysts who upgrade because things are so bad. The idea that bad is good is Orwellian."
You can watch cnbc all day and get 50 different opionions on a yes/no question. It really comes down to a best guess. Freds last post sums it all up.

"I am getting a laugh out of the analysts "BUY" recommendations. Essentially, the good news that they are all citing is that it can't get much worse. Great sophistication! What is more embarrassing is that I agree with it."



To: Cary Salsberg who wrote (47279)5/25/2001 10:43:52 AM
From: michael97123  Respond to of 70976
 
double play



To: Cary Salsberg who wrote (47279)5/25/2001 11:20:52 AM
From: Gottfried  Respond to of 70976
 
Cary, I appreciate your reasoned warnings on fundamentals. Re >The idea that bad is good is Orwellian.< I think people simply expect that this will make for easier yoy comparisons. The low utilization of some fabs [less than 50% for TSM] is the most worrisome fact.

Gottfried


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