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

To: Justa Werkenstiff who wrote (20365)	6/14/1998 11:21:00 PM
From: shane forbes	Respond to of 70976

Justa: There is also talk of consolidation with LG giving up on memory and likewise for I think Hyundai. That would leave just Samsung. Usually with consolidation of such monster DRAM companies like this, production in total should come down significantly and this should push up memory prices and life will once again be good in DRAM world... until they start overbuilding again... Shane.

To: Justa Werkenstiff who wrote (20365)	6/14/1998 11:30:00 PM
From: Gottfried	Respond to of 70976

Justa, "Investment House Forecasts 1-Pct GDP Contraction for Asia in 1998" korealink.co.kr This in response to your appeal >Now let's stop wasting time and get back to more bearish views < GM

To: Justa Werkenstiff who wrote (20365)	6/15/1998 9:58:00 AM
From: Teri Skogerboe	Read Replies (2) \| Respond to of 70976

OT, OT... Re: "No matter how you cut it, the article is a positive sign but nothing more." That's totally ridiculous... Some people are so long this group of stocks they can't see the world as it really is. Why does it bother you so much that some people choose to trade this stock, instead of leaving most of the profits on the table for the next cycle? Personally, I don't give a rat's behind if people choose to trade it or buy and hold it FOREVER, but some people can't GET OVER IT. And you come here routinely and tell us how stupid we are for being short-term bearish... even though the stock is down from 39 to 28 recently. Being shortterm bearish does not look stupid to me. Heck, it even looks like a really good call. This thread generally takes the view of encouraging the open exchange of ideas, bullish or bearish. Your method of coming along every day or so and calling the whole thread stupid seems to indicate that you think the exchange of opinions is only acceptable if those opinions agree with yours. That does me no good. Further, a monkey is extremely capable of visiting this thread and telling us how stupid we are, i.e. it does not take intelligence, creativity or any real talent at all. Why do you find it so appealing to take constant pot-shots at the thread?