To: robbie who wrote (21602 ) 7/12/1998 7:42:00 AM From: akidron Read Replies (1) | Respond to
don't understand your venom old boy... JM will either be gone or he won't.... there was no arrogance in my supposition as it was only a supposition, with a nod to the Andy-pandy intc situation... cyclical stoocks get hammered when their bosses get the cycles wrong.... I WAS JUST MAKING AN EARLY PREDICTION ON THREAD THAT HE WOULD GO.... and factually you are of course quite wrong... Morgan said intitailly that AMAT was not affected by the Asian slump because of the orders they had already booked, that fabs had to upgrade to survive (in response to questions about dram slovency) and that intel was not gonna cut back in this cycle, because the transition to 300mm was a must for the new millenium. His "I'd rather go blindness" is a recent phenom.... As for whose making $$$$ on AMAT.... my trades on amat have thus far returned 5.5 x my initial, and reasonabley substantial stake.... however the truth is that nobody know for sure whose really doing what on a thread, as talk is cheap.... so maybe advice, and comment is the only reality on a thread. Lastly, I have been a big proponant of jtechkid, I was mearly pinting out that Teri, Buxx and myself were warning of this BEFORE it was fashionable, and took alot of flack 4 it.... from you among others..... FWIW & FWI why do you have get so angry... and why does you're tone have to be so mocking... A resonable response might have been... "I think, given XY&Z that JM will stick around"..... "Past history tells us that JM has the board in his pocket".... "Aki your doom and gloom scenario is mitigated by the following"... instead you just try to pull us down ---- Why?
