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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: Knighty Tin who wrote (60137)5/21/1999 10:45:00 AM
From: bill meehan  Read Replies (2) | Respond to of 132070
 
MB: I don't know how you can remain so tolerant.



To: Knighty Tin who wrote (60137)5/21/1999 11:53:00 AM
From: Ian@SI  Read Replies (2) | Respond to of 132070
 
Mike,

If I were to describe you as perfect, it would be used as an adjective with an expletive / obscenity following. ;-)

I know you idealize me as perfect, but I'm not.

AMAT sells a lot of equipment to a lot of companies. That happens when it's the company with 1/2 the global semi capital equipment market share.

To a former world class analyst like yourself (by the way, when did your mommy quit rating analysts; and why did she only rank you number 2?), I would have thought that was obvious.

In any case, rather than just making nonsensical claims, why not just call AMAT IR and ask them to help you locate this mythical fab which singlehandedly keeps AMAT from going bankrupt.

Do you really expect anyone to believe you when you claim that the world's largest equipment supplier has gotten there by going into direct competition with its customers.

I repeat, No wonder you didn't make it in the Analyst world.

Ian.



To: Knighty Tin who wrote (60137)5/21/1999 12:00:00 PM
From: BGR  Read Replies (1) | Respond to of 132070
 
Michael,

The account of your climb to the top of the mutual fund industry convinces me more than ever that index investing is the right way to go. :-)

-BGR.