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: Gottfried who wrote (2802)	9/1/2002 10:58:20 AM
From: Math Junkie	Read Replies (1) of 25522

This seems odd: "But if the tech bear market continues, says Walker, investors may remember their discounted cashflow lessons and take another 30%-to-50% off the sector. Meanwhile, he's maintaining his Buy ratings on Applied and KLA..." Sounds like he doesn't have all that much confidence in his buy rating if he thinks the stock could go down as much as 50%. I suppose it could just be a recognition of how difficult it is to forecast the industry, though. Meanwhile, I bought some AMAT during Friday's closing selloff. If it falls more, maybe I'll buy more. I also have some KLAC and am short some KLAC puts. (I seem to have an easier time of making money selling options than buying them.)

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