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

To: jtechkid who wrote (19499)	5/15/1998 7:11:00 PM
From: Teri Skogerboe	Read Replies (1) \| Respond to of 70976

Re: "i know everybody hates kurlak." Not everybody, I don't. (I know, I know this is "lamb to the slaughter" material.) Bottom line to me is his reasoning makes a heck of a lot more sense than the mindless, useless cheerleading that dominates these threads. Good luck to you on your shorts, Teri

To: jtechkid who wrote (19499)	5/15/1998 8:29:00 PM
From: shane forbes	Respond to of 70976

I don't hate Kurlak but he is not always right. Check this out: Message 4478576 (and over the next few months AMAT SHOULD go down - since no institutional investor in their right mind is going to hold a stock with deteriorating earnings momentum (not much one can do when no one wants to buy anything) - so you SHOULD do well - I just don't short AMAT) Shane. (I also thought the stock SHOULD go down after earnings and it did not - so what do I know - maybe those buyers apres earnings realized that hmmm... )