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


To: davesd who wrote (9569)10/25/1997 8:06:00 PM
From: Proud_Infidel  Read Replies (1) | Respond to of 70976
 
ReFabs are in a situation of over capacity.

Where do you get this. I recently read Fabs were running at a near 90% capacity. Please enlighten me.

BK



To: davesd who wrote (9569)10/25/1997 8:28:00 PM
From: roly  Read Replies (2) | Respond to of 70976
 
Dave,

Great analysis. I believe you have a future when Kurlack retires <g>.

Let's simplify matters. We are all here trying to make money.
Answer these questions.

Question 1. - What will be AMAT's closing price Monday 10/27/97?

Question 2. - If I have $10,000 now, where will I put my money?

Question 3. - If I buy AMAT first thing Monday 10/27/97 and hold my stock for 10 years will I be better off than what you would recommend if you answer Question 2.

If you say I DON"T KNOW..., you'll probably understand why we BULLS are buying AMAT at anytime. NOBODY KNOWS THE FUTURE. We know for a fact from historical data that the market is a best investment around. Further, we know for a fact that AMAT is one of the best company around if not THE BEST!

Your postings and bearish position don't mean anything to me unless you can answer the Questions above.

Regards

Roly






To: davesd who wrote (9569)1/31/1998 2:17:00 PM
From: Teri Skogerboe  Read Replies (1) | Respond to of 70976
 
Good call, Dave. And it took major guts to tell that to this thread during the time-frame you said these things. Hope you made mega $$$ off that call.