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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 230.17-1.4%Nov 7 9:30 AM EST
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To: Paul V. who wrote (8521)1/21/2004 10:17:44 AM
From: Gottfried  Read Replies (3) of 25522
 
Paul, bookings broke the billings already and now we have to guess whether investors have become smarter. If they have, they'll sell in anticipation, sooner than in past cycles. In the past the time to sell was when P/E became reasonably low. :) Of course none of that works with precision.

'When to sell' would be a good topic to discuss.

Gottfried
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