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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (6175)5/23/2003 1:10:55 PM
From: Proud_Infidel  Read Replies (1) | Respond to of 25522
 
I just got off the phone with AMAT: two people- a rep from IR(Paul Blum) and someone from management(Sherry ????). I said my piece in that I (and many others I have spoken with) thought that this was an uncharacteristic move on AMAT's part and that I was somewhat troubled by it. They reassured me in saying that all of what I said would make it's way up the chain to both Morgan and Splinter, IMO a tacit acknowledgement by the manner in which it was said that this was the wrong thing to do.

All in all, I was reassured by the call if for no other reason than to know that they are still listening. Most other companies would not take the time to anser questions with two people.

FWIW.

Brian



To: Kirk © who wrote (6175)5/23/2003 3:33:53 PM
From: Cary Salsberg  Read Replies (1) | Respond to of 25522
 
RE: "...the valley, including AMAT, is full of crooks..."

B U L L S H I T ! ! !



To: Kirk © who wrote (6175)5/23/2003 10:38:23 PM
From: Joe S Pack  Respond to of 25522
 
To be fair,
you have to augment that list with WallStreet (full of) Crooks and Washington Crooks.

This is EXACTLY why some of my bear friends say the valley, including AMAT, is full of crooks. AMAT just made the bear case much better.


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