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To: Bill F. who wrote (41639)5/18/1999 10:12:00 PM
From: John Pitera  Read Replies (1) | Respond to of 86076
 
Fleck, what did you think about the SSB downgrade of AMAT based on the CHip glut?



To: Bill F. who wrote (41639)5/18/1999 10:17:00 PM
From: Robert  Read Replies (1) | Respond to of 86076
 
Hear, hear!

Some rationality would be nice for a change. Also, on the topic of another stock we both love to hate -- MU -- I read you would recommend against a put purchase at these levels. Is that simply because the premia are high, or am I missing something else? What would change your mind?

TIA

-- Robert