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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (24296)7/10/2006 3:44:21 PM
From: Wallace Rivers  Read Replies (1) of 78717
 
I have a lower bid in on AMAT, this looks like a good entry point, near its two year PE low of 20. I think chip demand will be strong, especially with the memory hog called Vista on the horizon.
Large cap AMAT is IMHO a very high quality company with an exceptional balance sheet. Also very cyclical, and maybe this is the bottom of this perceived cycle. It has also been a good trading stock due to its cyclical nature.
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