Brian, I am not an expert at AMAT, I just know about the industry a little since I have followed some other companies in the industry.
Plus I did not just jump in when AMAT tanked....if you go back you will see that I was posting well before the tank (now, please don't blame me for the tank)...
exchange2000.com
I am a bear on the industry at this point, AMAT investment was supposed to be a quick turnaround, I bought it on a dip, unfortunately, it didn't bounce, but I expect it to go beyond my purchase price before earnings. Fortunately, it's a small position, so I don't lose sleep over it.
I'm sorry that my comments rub you wrong, but what I post is my opinion, be it right or wrong. By the way the reason that I'm posting so much lately is because I am at home between jobs, on Monday I start a new job. My postings will be cut way back.
dave |
