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

To: Ian@SI who wrote (17967)	3/20/1998 11:13:00 AM
From: 16yearcycle	Read Replies (1) \| Respond to of 70976

Yesterday, Teri sent me information by mail that was mostly bullish. Apparently you need to know this in order to perhaps cool your rhetoric. Have you forgotten that she was bullish for 1 year up to the fall?

To: Ian@SI who wrote (17967)	3/20/1998 11:19:00 AM
From: akidron	Read Replies (1) \| Respond to of 70976

FYI.... today intc announced price cuts and the sox is down... it used to be the other way around... does this tell us we are at the dawn of comoditizion of the cpu market or is there another explanation... it does seem to suggest that the market believes that increased volume will not make up for lost margin... this fyi has been a major worry of many on the intc thread.... **Off Topic** teri posts as much factual information as anybody on this thread, and she was pointing out that the report that u quoted had other aspects to it... and responing to an unprovoked attack in which u accused her of twisting posts... I think under the circumstances she has worked hard to hold her tongue, but I think that everybody is tiring of the contentous tone which every post that doesn't hold the party line is met... isn't it possible to disagree with grace... its all such a waste of energy... talking about energy... we would be better off looking around us for additional ops... the drillers are cheap... opec is hurting... its an oliglopoly out there... will they meet on the weekend... and what might they say... and if the price of oil does go up.... inflation must rise.... I guess I'm saying is cut out the venom... it serves no purpose