SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: 16yearcycle who wrote (17945)3/20/1998 2:04:00 AM
From: Big Bucks  Respond to of 70976
 
Gene,
Good advice, and thank you. Very well stated synopsis of the situation.

Regards,
BB



To: 16yearcycle who wrote (17945)3/20/1998 11:30:00 AM
From: Ian@SI  Respond to of 70976
 
Eugene,

RE: I have seen Ian's posts for 1 1/2 years I think, I don't ever remember him posting something as nasty as his post to Teri.

I reviewed my posts to Teri and still can't find anything nasty directed at the person. If I did so, then I apologize without any reservation whatsoever.

I have ridiculed some conclusions which I believe to be based upon biased and faulty analysis. If that's being nasty, then I plead guilty but don't offer the same apology.

Since Teri immediately pulled up the very bullish Lehman Brother's report that I quoted, it clearly showed that she was fully aware of information and withheld it from the thread. That, IMO, is not a behaviour that I cherish from fellow SI posters. Those who share their knowledge with the objective of helping all make better informed investments are valued not only by me, but, I'm certain by most SI members. Others will normally be ignored by me. On occasion, I'll choose to add some balance - the last 2 days has been 1 of those occasions.

Might AMAT go down to the 20s or lower. Yes. Is it likely at this point? High 20s - maybe; mid twenties - probably not. And the longer it takes the less likely that it will see the 20s again. There's just too much pent up demand from all the SEA bears, the overcapacity bears, the US in recession bears, etc.

In any case, thanks for the posts. I'll attempt to ensure that I respond to the content and avoid ad hominem attacks. (or is that ad feminem? :-))

Best wishes,

Ian.