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

To: Proud_Infidel who wrote (26945)	12/6/1998 8:13:00 PM
From: 16yearcycle	Read Replies (2) \| Respond to of 70976

Brian, Richard is consistently even tempered and humble in his posts. Let's not get too carried away here. It has been a long year for a consistent bull like yourself and you took a lot of shelling for it. You desrve lots of credit for your decisions and your consistency. The funny thing is that you are right about prices now, but the bears have been right about the business. It has gotten and stayed about as awful as anyone would have guessed. But the street is looking way ahead now. This could change, again. If the business turns soon, I mean strongly and management becomes positive, the game is over, or this round of it until the next cycle. We are not quite there yet. I hope that it calms down on this board. There was a lot of anger here in September 97. The level of disputes rises when the stock price disconnects with the current business activity, in either direction. We are either going to see a strong pull back within 4-5 months, or business will explode within that same time frame.

To: Proud_Infidel who wrote (26945)	12/6/1998 10:16:00 PM
From: Math Junkie	Respond to of 70976

Re: <<If you consider me questioning someone about their motives "beating up" that person when in fact they were not clear in their postings, you have a very low threshold for disagreement.>> If you consider those words to be too strong, I withdraw them. <<Where were you earlier this year when many of the Bulls were truly getting "beaten up"?>> A fair question. Here (I hope) is a fair answer. I'm not a prolific poster, but here's a sampling of what I had to say between September 11th, when AMAT was still about 16% above the low, and October 8th, the day of the low: Message 5727186 Message 5900979 Message 5909851 Here's my favorite, from the day before the low: Message 5947937 And here are my comments, on the day of the low, on one of the first pieces of good news for the industry being misinterpreted as bad news: Message 5958108 God, I love the archiving features of SI! I admit being too conservative in my recovery forecast, but at least I was correct on the direction of the market. As you can see, I am all for a little good-natured gloating! <<BTW, in case you didn't notice, the post you reference has my apologies if indeed I am mistaken in my judgement. That was the part you didn't happen to include in the parentheses. At the very least, let's be fair.>> Sorry, I usually only quote the points I am speaking to. I wasn't trying to make any kind of case against you as a person. I just thought the complaints from you and others about that one post from Wildstar were overdone. For the record, I have a lot of respect for you, because you are the one person who, more than any other on this thread, has kept the faith in presenting the bull case through the market's darkest hours.