Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: david who wrote (28846)	3/4/1999 4:59:00 PM
From: Duker	Read Replies (2) \| Respond to of 70976

I wish I knew! I am not very insightful at all about short-term stock movements or most of the long term movements. I would add that I think that your are being too kind about my knowledge of the industry and AMAT ... I am a stock guy, I have never run a business ... until just recently ... and it is not a "real business" as I am the only employee ... and there are people here that actually understand this stuff ... I mean, they use it ... they get the technology ... they work in the SemiCap business ... I am just a stock guy trying to learn more like you. That said, I would say that I still feel pretty strongly that we are beginning to see some pretty positive signs for a recovery. We are just in a time of year where there is a ton of noise -- especially in techland. --Duker