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

To: davesd who wrote (14256)	1/7/1998 8:40:00 PM
From: JMD	Respond to of 70976

Dave, I am a reader rather than a poster to this thread as I'm a telecom guy rather than a semi equipment guy and really have nothing to add to the obvious high quality technical expertise here. That said, I'm long AMAT and not unhappily though my Alka Seltzer purchases have gone through the roof in the past few months. As an investor however, regardless of the sector, I simply want to add my encouragement to your presumably "negative" posts. It's not negative posts that hurt, it's losing money that hurts, and sober commentary is an antidote to losing money. IMO, you are to be commended. Keep up the good work. Regards, Mike Doyle

To: davesd who wrote (14256)	1/7/1998 8:52:00 PM
From: Proud_Infidel	Read Replies (2) \| Respond to of 70976

These guys are fu*** clowns! BUY Yahoo and sell AMAT? Yes, makes perfect sense to me. AMAT supplies equipment needed to make practically anything run in our modern world and is the clear leader in an oligopoly, while Yahoo gives the weather and stock prices and is trading at about 800X eps for this year. How can they recommend 'net stocks at these prices?!?! Most have gone up not down over the past several months, and their valuations then were ludicrous. I believe in the Greater Fool Theory but have always thought the people at Merril, Prudential et al knew somewhat better. Articles like this change your mind on that however. amazed & disgusted, Brian BTW, has anyone** out there at ML heard of buying out-of-favor sectors/stocks, rather that companies which have not seen a down day since going public? The real sad part of this whole thing is that these analysts will probably get a million dollar bonus for their "brave recommendation" Probably also at the top of their list are KO an MSFT