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

To: Gottfried who wrote (30195)	5/16/1999 5:58:00 PM
From: Demosthenes	Read Replies (1) \| Respond to of 70976

Gottfried, <<Now Kathy Jones wants us to be concerned about an Asian recovery? And she asserts the Asian problems were actually good for the US? I understand her reasoning, but just cannot take this seriously.>> I don't know her. But I believe to a T what she wrote then and beleives now regarding Asia. If you can't take that perspective seriously then you could stand to improve your seriousness, which, fortunately, is really not hard at all to do. Good luck. As ever, D

To: Gottfried who wrote (30195)	5/16/1999 6:05:00 PM
From: Robert O	Respond to of 70976

To the, uh, older investors on this board (i.e., longest time on SI's AMAT board, not years conscious on Earth) can someone please tell me a bedtime story? The one I want to hear is about the "blowout" quarter that has been referred to years back when AMAT reported and made it clear the turn around was legit and the price jumped Big Time. Has AMAT already seen its big move or could the right type of future outlook bump this to its 52-week high in a blink? Just curious about the details last time... and of course wondering about the merits of a highly leveraged short term play. RO