Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 252.34

+1.0%

12:59 PM EST

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To: Cary Salsberg who wrote (18937)	5/17/2006 10:44:14 AM
From: trilobyte	Read Replies (2) of 25522

Could it be that the analysts are still playing semi equip like they used to play it 5-10 years ago when it was a much more cyclical industry? Since AMAT isn't playing the game by being bearish "at the right time", the analysts are trying to artificially make the stock price cyclical. And it is sure working, because I can't figure out the short term bearishness we're seeing in the stock today. What I find doubly puzzling is that some of the smaller semis I follow are acting much better than the leader of the group (AMAT). Usually it's the opposite. Concerning the analyst's prediction next year, it would seem that 2007 should be a very good year since isn't that the year microsoft's new operating system should drive a new PC cycle, and that will superimpose favorably on the secular bullishness coming from cell phones, tv's, NAND flash, etc. When will they understand AMAT's a growth stock that deserves a p.e. of 40?!?!

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