Applied Materials No-Politics Thread (AMAT) Message Board

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

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Dec 19 9:30 AM EST

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To: Gottfried who wrote (16916)	12/21/2005 11:59:37 AM
From: Proud_Infidel	Read Replies (1) of 25522

Among growth funds, managers expect larger companies to shine in 2006 after a six-year streak of small-company outperformance. "It's time for large caps," says Robert Stimpson, co-manager of the Rock Oak Core Growth Fund (RCKSX ). That's because plenty of big companies have gotten their finances in order in recent years. Many are paying down debt, repurchasing stock, and building up hefty cash cushions. After climbing toward the stratosphere in 2000, large-company stock prices are back to reasonable levels. ********************* Many growth fund managers are putting technology stocks at the top of their shopping lists. That's quite a turnaround, considering that most tech companies looked like toxic waste after the stock market crashed in 2000. "For the first time in quite a while, we are on the verge of a decent cycle in [information technology] spending," says Scott Schoelzel, manager of the Janus Twenty and Janus Forty funds. After ignoring technology for the past four years, he is giving the sector, particularly software companies, a serious look. yahoo.businessweek.com

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