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

To: Jeffrey D who wrote (22599)	8/6/1998 6:29:00 PM
From: Teri Skogerboe	Read Replies (1) \| Respond to of 70976

Re: "Yes, Katherine, and you are the one who chose to use your position in the industry as managing editor of Semiconductor On-line as validation of your investment outlook." Katherine has never done anything of the sort. You gulli-bulls need to keep your arguments focused on the semi-eq issues, like severe over-capacity, or whatever other more dreamily optimistic issues you can conjure up. Resorting to personal attacks on those with more cautious views, something that has become common place on this thread lately leads me to believe the bulls don't have an argument. B/c if they had one, they'd stick to the real issues and those issues would likely be convincing without needing to use diversionary tactics. These are lawyers' tactics when they have no case. Fortunately for this country's sake, most judges can see through all the BS. Bottom line, if you have a convincing argument, you don't have to get personal. And you can stick to the subject at hand. Also, I agree with Katherine that I would not post an EPS number that I felt was not realistic. And, yes, GM a year ago those sorts of numbers were bandied around, but they were significantly lower (like $5.00/EPS) and that was before a 2-for-1 stock split.

To: Jeffrey D who wrote (22599)	8/6/1998 10:09:00 PM
From: Katherine Derbyshire	Read Replies (1) \| Respond to of 70976

No, Jeff, I have chosen to use Silicon Investor as a forum in which to share my thoughts with other industry investors and observers, and to state my affiliation with Semiconductor Online so that readers will be able to judge my qualifications and objectivity (or lack thereof) for themselves. I don't believe I have ever predicted a specific earnings range or trading range for any stock, nor have I ever claimed to be able to do so. I have occasionally expressed skepticism about a particular stock's valuation relative to its and the industry's fundamentals, but we all know that the market can ignore fundamentals for long periods. Caveat investor. Katherine