Applied Materials No-Politics Thread (AMAT) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

AMAT 319.11

+5.7%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Gottfried who wrote (16323)	10/18/2005 7:30:28 AM
From: robert b furman	Read Replies (2) of 25522

Hi G, I remember Q1 when the world was shocked by a full 10% growth (If I recall properly a 5% was expected). These "experts" have missed a growing market ALL YEAR !!! It has always befuddled me that the turns in this industry are near impossible to extrapolate. As I've become more aware of the industries frequent news blurbs I understand why it is so hard to time - The News is so inaccurate it can only be considered inept at best or obfuscation at worst. As I've said for years - To time this sector's cycles correctly,one must jump in at the moment of greatest doom and hold patiently for long terms until irrational excuberance can overcome the greed boiling in ones blood. 17.1% computer growth and the best growth is coming from "EMEA" = Europe Middle East and Africa. Africa - proof that technology's growth is exponential - globalization carries it to new markets,I guess in a search for Resources? Great report - now that many SCE are up from their bottoms by 100% or so. Bob

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next