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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (29335)12/19/2007 11:18:09 PM
From: Spekulatius  Read Replies (2) of 78918
 
I like AMAT but it's too early to buy. I consider it very likely that slowing economy will take it's toll on semi CAPEX which is where AMAT's bread and butter business is.

AMAT has sone a formidable job in expanding their business during the last 4 years. they now have a strong foothold in LCD manufacturing and now also in equipment for Solar cell. However I think that as their mainstay business is coming under pressure, the stock will do so as well. I think AMAT can be bought below 15$ during the next 12 month.
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