Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 256.40

+1.1%

Dec 19 3:59 PM EST

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To: Proud_Infidel who wrote (17313)	1/20/2006 10:47:29 AM
From: Big Bucks	Read Replies (2) of 25522

Brian, perhaps...but at this point I think INTC has the potential for greater upside growth into numerous markets, whereas AMAT is in a pure "niche" specialty technology market with a limited customer base. INTC will sell its products and capabilities to EVERYONE ON THE PLANET who will use the technology in some form. We are talking hundreds of billions of long term sales opportunities for their product mix, and I see INTC as the better value at this point in time.

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