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

To: Cary Salsberg who wrote (50361)8/10/2001 12:58:23 PM
From: michael97123  Respond to of 70976
 
Cary,
If you constantly are rude to folks who you respond to, then they will perceive that you are not just "attacking the quality of an article". If it walks like a duck.......etc.
I know you consider John as you do myself as less than knowledgable on the markets. Personally I give your market views great weight but on futuristic thinking and politics I would rather hear what John has to say. And the same goes for some of those articles. There are intelligent people out there who disagree with you.
Mike



To: Cary Salsberg who wrote (50361)8/11/2001 12:32:15 AM
From: Paul V.  Read Replies (1) | Respond to of 70976
 
Cary, The only question that I have is whether you are shorting AMAT? Also, the reverse can be true. If so then I understand you motivation of your post. I believe I understand and agree with you that AMAT based on the orders, shipment, btb numbers should be in the #20's. What do you contribute to AMAT's price still holding up rather being in the $20's?

Paul


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