Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 223.95

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Nov 21 9:30 AM EST

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To: Proud_Infidel who wrote (19074)	5/24/2006 9:56:00 AM
From: Jerome	Read Replies (2) of 25522

A good part of the soxx is under scrutiny in the options probe. ALTR BRCM KLAC LLTC MXIM NVLS MRVL. (plus brks and a few others) I believe this is more than enough to put the brakes on any rally in this sector. Its not about booking, billings, utilization, end users, or any of the usual suspects. Its about fraud, liabilities, resignations, restatements of earnings and law suits. We are being blind sided by an unanticipated virus called "greed". Would any sensible investor want to jump on this band wagon? I'm long all these stocks and I'm not adding to these positions at the current time. JMO....Jerome

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