IMO, as a VLT holder of AMAT, timing is impossible. I have watched informed investors, e.g., Terri S. and JS, look at the immediate term and miss significant opportunities. As long as the demand for chips increases, and the uses for them expands, I'll be in AMAT. If other companies have better systems, or the technology leaves AMAT behind, I'm out. At this point, I see no reason why the future isn't positive. Of course, there will always be profit-taking, and unpredictable events such as the President unzipping or an earthquake. These, IMO, will not deter the VLT direction of a company with a huge research budget and enormous cash.
Just my opinion --fred |
