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

To: davesd who wrote (9194)	10/22/1997 5:24:00 PM
From: derek cao	Respond to of 70976

Dave, I do not have preference on this thread, people can say whatever on their mind including bears. But I have a natural instinct on consistency. If you used words like "risk" "possibility" "caution" instead of words of certainty, it will be much more easy for me to accept your point of view assuming your long position in amat. > Long term you can't go wrong. Everything can go wrong, it is just a matter of possibility. If I had known any certainty in financial market, I would sit on beautiful beach now. Good investing derek

To: davesd who wrote (9194)	10/22/1997 8:22:00 PM
From: Lone Star	Read Replies (1) \| Respond to of 70976

We have plenty of cheerleading and commentary on the more positive aspects of amat's future. The more devil's advocate outlook, the better. It tests your assumptions and keeps things in perspective. Nothing, absolutely nothing is a sure thing. Right now the dram and sram scenario sucks; it will have some impact although I don't believe anything long term. Lets give dave and others who have something to say the room to do so. dave is not one of the bear jerks who jump in on a down day and are never heard from again.