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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 329.07-0.4%3:59 PM EST

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To: Gottfried who wrote (8586)1/26/2004 12:34:20 PM
From: Proud_Infidel  Read Replies (1) of 25522
 
G,

PSR and PE are things to look at of course, but I am not sure what golden rule I could offer, as I am watching and reevaluating day by day the strength of the sector.

One thing IS certain: once we begin hearing "the end of cycles" we should all seriously start thinking about taking money off of the table, regardless of what price AMAT is trading. In my own experience, it is almost without fail that once this phrase is uttered, not long after we witness a spectacular decline.

Brian
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