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

To: Big Bucks who wrote (21016)	6/30/1998 10:52:00 PM
From: Gottfried	Read Replies (3) \| Respond to of 70976

Teri, [ edited ] I drove by the AMAT visitors' building on Arques Ave in Sunnyvale yesterday. I had been shopping at the new Fry's, which is on the same street. The visitors building's parking lot (about 3pm) was only about 20% occupied. People don't even visit AMAT any more. Is this a bearish sign? Gottfried - who swears the above is true. Have I stumbled on a new indicator?

To: Big Bucks who wrote (21016)	7/1/1998 9:28:00 AM
From: Teri Skogerboe	Respond to of 70976

BB, Good articles; thanks.... I agree with your thoughts on Kurlak. I think he speaks the truth, but also looks out for ML's clients (the way life is... sort of thing). IMO, Lehman accepts rumors as facts too easily, as if they are not investing their own money (hmmm)... like I might spend 158/sh of Brian's money -g- (Joking) on YHOO, but no way for my own. I still say the Pentium shortage rumor does not hold water for me, and that Lehman buys into these things way too easily. TS PS. And at this rate, Brian's money (in YHOO at 158) would probably double faster than my own. Fleckenstein said this well... he doesn't know how to place a fair value on YHOO (and others), but no one else does either. Accordingly, this is not an "investment", but a gamble. And there's a whole bunch of it goin' on.