Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

AMAT 252.25

+0.9%

Nov 28 9:30 AM EST

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To: Proud_Infidel who wrote (2110)	8/6/2002 10:47:43 PM
From: Jerome	Read Replies (1) of 25522

>>>At the current share price, you effectively get the economically sensitive businesses- Semiconductors, Consumer Electronics and Components - for free,<<< That I believe is a very poor argument.... The same person could say...Buy Dynergy at $1.90 (todays close) and get the pipelines for free. That type of argument assumes that we are at the bottom. In the same category would belong....buy one get one free ....or we can upsize your order for $$$ dollars. Your question about the bottom...watch CSCO for the rest of the week...however CSCO stock responds (with a good earnings report) the pattern for AMAT will be about the same. JMO...Jerome

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