Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 230.92

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Nov 24 3:59 PM EST

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To: The Ox who wrote (19027)	5/22/2006 1:26:15 PM
From: Proud_Infidel	Read Replies (3) of 25522

IMO, the sector has been washing out for the better of the past 5 years. I have never seen data ignored such as I do with this sector. MS comes out with a capex forecast of $55B for 2006($59B was the high in 2000) and the stocks only go down. In 1998, there was no visibility and we also had the asian contagion to deal with. Now, we simply have ever increasing semi sales accompanied by stock selloffs. I am ready to bag this entire sector. Brian

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