Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 259.07

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3:47 PM EST

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To: Jerome who wrote (17237)	1/17/2006 8:23:45 PM
From: robert b furman	Read Replies (2) of 25522

Well getting hammered for what was relatively good top line and bottom line growth takes all the fun out of mid quarter updates. Intel is still in the get no respect category. Big caps still have a long way to go in showing me they are where the better gains will be. My money still says small and midcaps are better gainers. Ibm got shot for missing top line as the just announced a significant win with Gap - still got a walk out to the wood shed. They say valuation are so high the stock must surprise to the upside. Intel will make 1.25 - 1.50 next year and they are trading around 25.They come out with a record revenue on product constraints and get a 7 % haircut. Not very efficient in my way of thinking. I don't own any Intc ,but have in the past. Looks like no respect to me. Wonder how much got pi$$ed away on options - looks to me like they could have used it. Here's hoping lesson learned about diluting stockholders. Bob

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