Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 259.92

-1.1%

Dec 30 3:59 PM EST

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To: Gottfried who wrote (16754)	12/5/2005 10:19:13 AM
From: Proud_Infidel	Read Replies (1) of 25522

To: GVTucker who wrote (182836) 12/5/2005 9:50:26 AM From: matt dillabough Respond to of 182837 Bernstein says semi sector looks stretched Bernstein believes that the overall semiconductor sector looks stretched at present, with the SOX now above 505. Firm recommends that investors reduce exposure to overweight semiconductor stocks, and advocate a bar-bell investment strategy. Firm rates NSM and TXN Mkt Perform, and believes while news flow this week will likely be directionally positive (TXN's mid-qtr update is Dec 7 and NSM reports Q2 results on Dec 8), this is already largely discounted into the stocks. Firm believes that owning companies that are relatively cheap or have low expectations (LLTC, INTC, ADI) or are fast growing (AMD) is the most sensible in this environment.

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