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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 256.41+1.1%Dec 19 9:30 AM EST
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To: Big Bucks who wrote (17307)1/20/2006 10:07:57 AM
From: Proud_Infidel  Read Replies (1) of 25522
 
BB,

Curious why you prefer INTC over AMAT here. AMAT would appear to have a much better competitive advantage than INTC, but that is just IMO. And with INTC (among others) being forced to raise its capex, it now looks to be AMAT's day in the sun.

And FWIW, I hold both, but AMAT holdings are far greater than my INTC.

Brian
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