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 316.79

-3.6%

1:09 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Proud_Infidel who wrote (6400)	7/8/2003 11:45:30 AM
From: runes	Read Replies (2) of 25522

<<...how you think the current cycle will play out...>> Right now I am pulling back a bit from the market on these recent run-ups. I still see the economy as being too shaky. What I am looking for is a weak summer retreat along with further signs that the economy is really improving. I will look to get fully invested by September if things look ok. As for investments - semi eq (LRCX - pure play in etch w/ good product, strong management), AMAT( turnaround - a lot of fat can be trimmed here, and they could get back into etch if MRAM becomes a reality) and semis (LSI and maybe CY, XLNX?). Networking (JNPR & CSCO - David and Goliath). ...I still need to do a lot of digging into PC market (can Gateway make a comeback?) Software (why is Ellicson so afraid of PeopleSoft?). ...But again - I see no reason to hurry - yet. FYI - my real bread and butter is buying clobbered stocks for a turnaround. Worked great up to the bubble collapse and pretty lousy since then. Once the economy starts rolling again I will go back to bottom feeding.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next