Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 318.63

-3.0%

3:59 PM EST

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To: runes who wrote (6410)	7/8/2003 2:39:41 PM
From: Kirk ©	Read Replies (2) of 25522

I sure like your posts here! Where have you been hiding the past few years. :) 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?). Agree on LRCX and AMAT. Have you looked at HPQ? I own it from working there but it looks pretty bullish after making a huge flag pattern... I posted charts about this earlier today here suite101.com Price/sales still under 1.0 finance.yahoo.com I'd think $30 to $35 is doable if we do see an economic recovery.

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