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


To: Terry D who wrote (14215)1/7/1998 11:15:00 AM
From: akidron  Read Replies (1) | Respond to of 70976
 
haven't had alot of time to post. still don't. so this will be short. but I did want to say that people should get off DD's back. If you read his posts over past three months they have been uncannily accurate and realistic. sure in the long term there is money to be made in the stock. especially if your're in netween 25 and 30, but be realistic, if the SEA govenments cannot pay their loans, there seems little doubt that some of their corp's will default or postpone payment too. that said, because of numerous other factors that I previously posted, most notebly strong demand from europe and agressive investment from INTC I am more bullish than DD, but not wide eyed and certainly not margined at these prices. 18 perhaps.



To: Terry D who wrote (14215)1/7/1998 3:55:00 PM
From: Teri Skogerboe  Read Replies (2) | Respond to of 70976
 
TD,

(long AMAT with open eyes) Would love to hear why, please?
I'm guessing here -- because sentiment has become so negative, or is there more to it?

TS (not holding my favorite stock at this moment, anyway)