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: Return to Sender who wrote (14777)	5/5/2005 9:55:23 PM
From: Proud_Infidel	Read Replies (2) of 25522

Re: set aside all the data that makes you feel good about owning these stocks now because he believes it will get worse (stock prices) before it gets better. When talking about the behavior of people (and investors), nobody knows if it will get worse before it gets better, or vice versa. Simply because it "has been so" is certainly not a reason it will continue to be. Re: P/E's don't matter much to them and neither does the btb. At some point cash and low psr/pe will have to matter. One cannot bid up GOOG indefinitely while at the same time ignoring the very companies which make GOOG's existence possible.

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