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

To: akidron who wrote (17768)	3/16/1998 11:59:00 PM
From: Steve Rolfe	Read Replies (2) \| Respond to of 70976

* OT * Aki, you wrote 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... I believe I gave you very exact facts and figures based on the new orders of last quarter to back up one of my posts. This was in reply to your post stating "This is just plain wrong" which was based on a guess I suppose. After I requested that you not post things like "This is just plain wrong" unless you are positive I am wrong, I expected a post like "Yeah, Steve your post would be true if the new orders going forward break down like last quarter, but I don't think they will because..." instead, you reply with a post that starts out like this ... it goes like this.. i've posted my opinion on facts before... assumptions based on what we see is what i deal with... if you don't like it move on... because facts without assumptions are worthless.. This seemed rude to me. I am still trying to figure out where this came from. Also, you said "if you don't like it move on... " This tells me you are not being very tolerable of views that differ from yours. I believe you are guilty of the very behavior you are pinning on Ian and the rest of us that do not share all of your opinions and facts based on assumptions... And lastly you wrote to Ian: 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)... Are you implying that everyone should accept your opinion because you were right on this occasion? If you knew absolutely that AMAT is going to be beat up for a couple of quarters, you would not be spending your time here, you would be spending your time raising all of the $$ you could to short it. Would you like to take a stab at why AMAT is currently rising in the face of all of these warnings? Also, are you short AMAT right now? My apologies to everyone, I just had to respond...

To: akidron who wrote (17768)	3/17/1998 2:36:00 PM
From: Ian@SI	Read Replies (6) \| Respond to of 70976

Sounds like you're desperate to buy at a lower price and hope that your pessimism will scare a few weak hands out of AMAT. Not very likely, but if you enjoy the effort, feel free to carry on. To cry "Wolf" on the AMAT thread because MTSN warned is nothing short of ridiculous, IMHO. As I said, if you have any news or insights that we haven't already heard a few dozen times, I, and I'm sure, many others, would appreciate hearing them - bull or bear. But if you insist on repeating the same inane drivel endlessly, personally, I can, and frequently do, do without it. I just made the mistake of reading one of your posts yesterday. ;-) FWIW Ian.