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

To: Cynic 2005 who wrote (21517)	7/11/1998 1:37:00 AM
From: David Rosenthal	Respond to of 70976

MMV, I have been watching this company for nearly 3 years. Till late 1996 Jim Morgan used to shoot it straight. Then he budged to the Wall Street greed. In my books he now has as much credibility as Compaq's Pfeiffer. Since when cycle bottoms are made within 6 months of peaks (not to my contention, per which the peak was in mid 1996)? One has to be absolutely stupid to believe him. True . . . but it has become damned if you do and damned if you don't for companies. Straight shooters get slammed by irate holders for not managing their stock price and spinners (usually) get slammed when the street catches on. Dave