Big Bucks,I appreciate your feedback. I agree with your thoughts exactly. Remember, that CEO Morgan stated that he saw the SEMI's and AMAT's growth should continue to approx. 2006. If you include what Dent has stated this growth will continue to approx. 2008-9.
Big Bucks, do you still AMAT on its 2 1/2 year cycle like Lester E. has stresses. I see a saturation point or pull back in equipment production-perhaps caused by interest rates. Yes, I am a believer, and you and I recall got in during the $20, but, but, sold to early going to CSCO, EMC and LU. However, I shall return if the cycle resumes. Right now, IMO, the SEMI SECTOR is over bought. After, an AMAT split and a lowering of the BTB # the SEMI's probably pull back. Remember, a $1 pull back after split equals a $2 prior to split so drops in ones cash investment can be quick.
Big Bucks, Jacob, Tito, Brian, Lester E., John L. what are you thoughts regarding the SEMI cycles? Will they or will they not continue?
Just think, about a couple years ago Brian was moaning about buying AMAT at $54 on Margin. Oh, how a couple of years make. Right, Brian?
Just my opinions.
Paul |
