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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 261.90+0.4%Dec 26 9:30 AM EST
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To: Kirk © who wrote (11165)8/10/2004 3:52:03 PM
From: Cary Salsberg  Read Replies (1) of 25522
 
MXIM and LLTC have had phenomenal records these past 20 years and the environment for high performance analog is much better now than it was during most of that interval.

I hope you don't believe Merrill Lynch (ML)when it called MXIM "a cyclical company in a cyclical industry." 4% dilution must be compared to 25% expected growth. I think that MXIM and LLTC are buy and hold companies, only sold during dot com type bubbles. ALTR and XLNX, are similar. I don't know how to describe AMAT, ASML, KLAC, and NVLS, but, I think, certainly, less cyclical and more growth than in the past.
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