Applied Materials No-Politics Thread (AMAT) Message Board

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

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To: Gottfried who wrote (8525)	1/23/2004 7:19:22 AM
From: robert b furman	Read Replies (3) of 25522

Hi G, We've only just begun. Orders are just beginning. First orders come off the bottom and backlogs grow. Then SCE "ramp up" to address backlogs. Then efficiencies of scale stretch multiples. Then double ordering occurs - swelling backlogs. Then Guru's extrapolate annual earnings. Then Guru's issue buy orders. Then price goes up fast as multiples expand. The your neighbor talks about retiring early. We check our 3-4 hundred percent gains 3-4 times a day. That's when you sell. All markets peak when greed becomes dominant emotion - up until then "Buy the Dip". See how easy it is? We are way early in the cycle - easy money has been made.Hard part coming up - much more volatility and whiplash - but still FAR from top. JMHO Bob

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