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


To: Proud_Infidel who wrote (27313)12/20/1998 7:34:00 PM
From: Skeeter Bug  Read Replies (2) | Respond to of 70976
 
brian, great company, imho, just a little expensive. ok, a lot ;-) remember, there are always alternatives. in any case, the nets are nutso. however, there is always something that is nutso - especially in bubble markets. relativism, as i pointed out to jd, isn't any type of realistic fundamental analysis so i don't see the long term value in it.

don't you find it ironic that amat's orders, even after this "great" btb, are 50% below feb 1996 levels and the stock is 125% higher? hey, maybe we lose another 50% and the stock can go up another 125% ;-)

what does this mean? in my mind it means losts of risl with little reward. in your mind it might mean little risk with lots of reward. that's fair. amat can keep going up just as amzn can. i just don't think it sticks. disagreeing is fine. makes it fun. well, unless somebody is a little paranoid and works overtime to find a lie that you never told... ;-)

but, het, as somebody so illeloquently pointed out on the nvls thread, i don't know a thing and i'm here for the entertainment value only., did somebody forget to tell you? ;-)