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: Proud_Infidel who wrote (10384)	6/15/2004 4:13:54 PM
From: Donald Wennerstrom	Read Replies (2) of 25522

Excellent article Brian - thanks for finding and posting it. <<Jim Grossman, who manages the AAL Technology stock fund for Thrivent Financial for Lutherans, sees the brighter side of these mixed signals. Semiconductor companies are in the midst of a far more rational and better-paced expansion that shows no signs of ending any time soon, he said.>> [snip] <<Marshall Front, the chairman of Front Barnett Associates, which has $1.4 billion in client assets under management, compares the economic importance of semiconductors in the early 21st century to the internal combustion engine of the last century. "I think that if you continue to have an expansion in global economic activity, semiconductors are really at the heart of that," Front said. "There may be a pullback in the stocks if enough firms on Wall Street concluded the same thing (as UBS), but my guess is the pullback will be moderate and short term.">> [snip]

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