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

To: Math Junkie who wrote (59469)1/26/2002 5:24:04 PM
From: Paul V.  Respond to of 70976
 
Richard, that was my thought.

Paul



To: Math Junkie who wrote (59469)1/26/2002 5:24:57 PM
From: herenow_2  Respond to of 70976
 
Neff may know more about the semi cycle than this board is giving him credit for. I believe he is still on the Board of AMKR and owns a slug of AMKR. That said, I have no doubt this board collectively can give him a run for the money.



To: Math Junkie who wrote (59469)1/26/2002 5:26:23 PM
From: Gottfried  Respond to of 70976
 
Richard, re >Neff's forecasting of AMAT at break even for six or seven quarters sure is going out on a limb!<
Glad you mentioned that. I didn't dare to since Neff is such a well regarded money manager. I calendared Neff's short for the 28th of each month for this year. This will remind me to check how well he would have done. :)

I'm sure he has forgotten more about investing than I'll ever know, but in this instance he's wrong.

Gottfried


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