Applied Materials No-Politics Thread (AMAT) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

AMAT 249.89

+3.1%

Nov 26 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Sarmad Y. Hermiz who wrote (3490)	10/8/2002 9:48:52 AM
From: Kirk ©	Read Replies (1) of 25522

>> Now he's calling for INTC at $2.00?!?! This is the type of thing I expect to read on Yahoo message boards, not from professionals. What a joke! >Well, SUNW went from $65 to $2.34. They are in similar business as Intel. By the way, I have several k shares of intel. So it is not a joke to me at all. I've been tracking Ralph and made comments on this here suite101.com Key to me: There is a "slight" difference between Intel and Sun. Intel is a leader, pays a dividend and it is making money. Sun has none of these factors in its favor. finance.yahoo.com SUN has a market cap of $8B now. Intel plans to SPEND about $5B on capital equipment this year. If Intel were worried about a Sun-like decline, it would slash this spending and let AMAT, NVLS, TER, ASML, LRCX, etc. go the way of Sunw. Of course, that is why those companies are slashing their workforce to match the waterfall decline in their share prices. How about cash flow and cash reserves? I think Intel has double the cash per share of Sunw... ($1.59 vs $0.89 per share) biz.yahoo.com Of course, these fundamentals don't show on Ralph's charts. Disclaimer... Long time owner of Intel ($3.67 cost basis) and I've never been impressed with Sunw (never owned)probably since I worked at HP and I still hate many things about Java.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next