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

To: marc henschke who wrote (20866)	6/26/1998 2:27:00 PM
From: Paul V.	Read Replies (1) \| Respond to of 70976

marc, Don't criticize Teri to much. She has been on this site for a couple of years now and performs an extremely valuable research service and contribution to this site. I have seen Teri very positive in the past. I can not speak for her current position--but value her input. Teri, keep up your post. When you turn positive we know that the train has left the station.<g> Thanks. Paul V.

To: marc henschke who wrote (20866)	6/26/1998 2:55:00 PM
From: Big Bucks	Read Replies (1) \| Respond to of 70976

Marc, I think Teri is doing a service to the thread by seeking out and publishing industry "issues". It is far too easy to be misled by the self-serving analyst community which can cause unknowledgable investors to make bad investment decisions based on the lack of "real-life" information, which is often held back. Investors should have access to both sides of the argument and any relevant information that provides them insight into the state of the industry. There have been many "speculations" about an impending upturn in the semi business that will occur soon, however this is pure speculation and industry/economic conditions seem to be indicating otherwise, IMO. Teri is providing the "reality check" by publishing the facts and not the hype/speculation. I know she would post the "positives" if things looked like they improving, but they are not. I am thankful that she is doing the DD/research and posting her findings for the benefit of all AMAT investors. She has been very accurate and nearly perfect in her buy and sell transactions as a long term investor and has the profits/gains to prove it. Sometimes it is difficult to be heard when screaming into the oncoming hurricane, but if only one person is "saved" or becomes cautious then the effort is very worthwhile, IMHO!! Keep it up Teri, you're doing us all a great favor. Thanks for all the effort. BB