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Politics : Formerly About Applied Materials
AMAT 262.92+0.4%3:59 PM EST
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To: Sun Tzu who wrote (51791)9/10/2001 12:09:13 AM
From: Tito L. Nisperos Jr.  Read Replies (2) of 70976
 
My point was that because Chips are not just for PCs anymore, Investors are looking closely at the company that has the most presence in the making of all the different Chips around --- and that company is AMAT.

RE " ... PCs, cell phones, networking-telecom equipment, and they all look like they are dead in the water for the next two years."

Should Wick be proven Right in 2 years time, all my LEAPs (AMAT and others) will be gone because AMAT would be trading in pennies by that time. Imagine AMAT going down 1 1/2 year and then add 2 more years? WoW!

RE "Which is why personally I have made NT as my indicator of true turn around."

I don't want to convince you to think otherwise but looking at a comparison chart --- it seems NT is a Lagging Indicator.

RE " ... But how likely is it really for AMAT to pummel their competition in any field now?"

When the orders come (almost at the same time) AMAT and its Competitors would be very busy filling up the orders that they would have no time to ponder how the others are doing or take notice of who took away market share from the other. Because AMAT has the most people to use (recently AMAT was reluctant to Lay-off people because it is well aware of the consequences) naturally it would have the Bulk of the Orders.
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