Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 242.41

-0.7%

Nov 25 3:59 PM EST

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To: Kirk © who wrote (18988)	5/18/2006 5:04:22 PM
From: Jerome	Read Replies (3) of 25522

INTC...worth a second look. Because DELL announced that they would offer some AMD chips on their servers, INTC tanked after hours. (near $18.00 / shr). I don't know where the exact bottom is for INTC, but at 18 I'm buying. Dell's quarterly report was some what better than expected, as evidenced bu the after hours upside. For today the mental debate was.... add more AMAT or add more INTC. Either choice would be good, but I'm adding INTC in the AM. Tomorrow is options expiration and I expect a continued sell off as most of these quality stocks will fall to the next lowest strike ( maximum pain). Has anyone got a reason to expect a rally tomorrow? JMO...Jerome

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