Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 323.42

+7.1%

2:44 PM EST

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To: Math Junkie who started this subject	8/10/2002 12:06:17 PM
From: Gottfried	Read Replies (1) of 25522

buy/sell list from the B weekly. AMAT too pricey. On HPQ: 'what a mess' but buy anyway. >Our assessment of these stocks started with the premise that an investor is willing to hold the stocks for at least two years -- these are no short-term calls.< No further comment from me. G. Company Symbol Rating Recent Price* Year-End Price Market Value (billions) Net Cash/ Investments Per Share Fiscal Year Earnings Per/Share '02 Est. P/E '02 Earnings Per/Share '03 P/E '03 Microsoft MSFT Buy $47.09 $68.90 $255.23 $10.03 June $1.82 25.9 $1.90 $24.8 Comment: Owns PC franchise, lots of cash, should take enterprise software share. Intel INTC Sell 17.72 35.74 118.55 1.6 Dec 0.55 32.2 0.81 21.9 Comment: PC growth will disappoint; limited success in communications chips. IBM IBM Buy 69.12 125.19 118.2 3.69 Dec 4 17.3 4.56 15.2 Comment: Good moves to boost services, cut hardware. PwC was smart deal. Cisco CSCO Buy 12.99 20.83 95.09 2.97 July 0.39 33.3 0.52 25 Comment: Last man standing in telecom gear. Leveraging strong balance sheet. Dell DELL Buy 24.63 29.59 63.79 2.96 Jan 0.65 37.9 0.78 31.6 Comment: Dominates PCs - still taking share. Moving into servers, printers. Nokia NOK Sell 11.25 26.15 53.33 1.29 Dec 0.75 15 0.83 13.6 Comment: Wireless market still weakening. Need a color phone? Didn't think so. Oracle ORCL Buy 9.52 15.45 52.26 1.08 May 0.41 23.2 0.42 22.7 Comment: Still dominant in databases; seeing rebound after long slide in apps. Hewlett-Packard HPQ Buy 12.92 23.07 39.66 0.92 Oct 0.81 16 1.26 10.3 Comment: What a mess. Cheap on the numbers. But beware Dell in printers. Texas Instruments TXN Sell 19.5 30.36 33.74 2.13 Dec 0.29 67.2 0.76 25.7 Comment: Turnaround emerging. But pricey. And wireless exposure is worrisome. Taiwan Semiconductor TSM Buy 8.45 17.43 31.18 0.39 Dec 0.27 31.3 0.51 16.6 Comment: One of our favorites. Best player in an increasingly important business. First Data FDC Buy 34 39.54 26 -1.52 Dec 1.66 20.5 1.91 17.8 Comment: What bubble? Steady grower. Once a place to hide; now a good hedge. Motorola MOT Sell 11 15.46 24.97 -0.55 Dec 0.13 84.6 0.46 23.9 Comment: Serial turnaround story. Gaining cellular share. But we're not convinced. Applied Materials AMAT Sell 13.56 22.61 22.37 2.52 Oct 0.18 75.3 0.67 20.2 Comment: The premier chip equipment maker. Fine company. But still too pricey. SAP SAP Buy 17.5 35.01 22.05 0.88 Dec 0.62 28.2 0.79 22.2 Comment: Patience needed, but ERP giant will survive and thrive in rebound. Qualcomm QCOM Sell 25.01 50.41 19.25 4.05 Sept 0.92 27.2 1.08 23.2 Comment: No handsets; CDMA chips, royalties. If you must own cellular, pick this. STMicroelectronics STM Buy 19.05 35.18 16.95 -0.71 Dec 0.5 38.1 0.93 20.5 Comment: Under-followed Swiss chipmaker. More consumer than PC exposure. Electronic Data Sys EDS Buy 34.55 66.44 16.55 -6.47 Dec 3.01 11.5 3.43 10.1 Comment: Concerns on Worldcom exposure, accounting, made stock a bargain. EMC EMC Sell 6.95 16.85 15.43 2.44 Dec -0.04 NM 0.17 40.9 Comment: Adds software arm to regain dominance in storage. But still high-priced. Sun Microsystems SUNW Sell 13.93 12.42 1.3 June ** -0.08 NM 0.12 31.8 Comment: The dot in dot-bomb. Server price war eroding margin. Must cut costs. 3.82 Micron Tech MU Sell 18.69 35.95 5.25 1.33 Aug -0.65 NM 0.63 29.7 Comment: DRAM king too tied to weak PC market, spot pricing. A trading stock.

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