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


To: Ian@SI who wrote (17767)3/16/1998 10:59:00 PM
From: akidron  Read Replies (2) | Respond to of 70976
 
Ian you are free to believe anything u want... as 4 "give us a break" what are you talking about. Has this become the blind bulls only thread, are other opinions not tolerated anymore... are u not the same guy that was posting rosy reports on mtsn's future very recently, after I told anybody that cared to read to sell (at 15)... there is no... repeat no liquidity in the dram biz right now... amat can't create it... and the imf $$$$$ will be too little to late, if we are crazy enough to give it at all... CPQ is giving monitors away, and has brought down the price of its low end biz machines below $1000,00.. Micron is working on a 5% margin, intel's margins are crumbling... their competitors r undoubtedly working on less... yet when warnings are posted on this thread they either fall on deaf ears... or are met with juvenile abuse... what is most strange about the intolerance is that the realist four (DD, Teri, BB and I)... all of us bought cheap and sold at around 100... yet even though much of what we predicted has come about our warnings are given thrown back at us rudely without any the precious facts that are judged so essential to our position... WHAT ARE U WAITING 4 - intc's warning doesn't cut it, nor mu's, nor mtsn, nor cpq's... I can only assume that you are waiting for the sky to fall on your head.... I hope it doesn't hurt...



To: Ian@SI who wrote (17767)3/16/1998 11:04:00 PM
From: Fred Levine  Read Replies (1) | Respond to of 70976
 
Good post, Ian. The bad news has been blasted for some time and the doom prognostications have been factored into the decline in the stock. It has not collapsed, but has held quite well. I expect there now will be a trickle of positive news. Also, I didn't read your post as being intolerant, just asking for new information.

good investing -- fred