Kirk's Market Thoughts Message Board

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Non-Tech : Kirk's Market Thoughts

COHR 181.67

+2.4%

Dec 5 9:30 AM EST

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berniel

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To: Kirk © who wrote (20900)	10/12/2024 5:49:32 PM
From: Kirk ©	2 Recommendations Read Replies (1) of 26710

I remember some used to argue with me in 2000 that AMAT was such a better company than LRCX.... yet it took 6 or 7 years LONGER than LRCX to pass its 2000 bubble peak. I owned both and took a ton of profits in both but during the bubble deflation, I put more into LRCX than AMAT... and more recently, AMAT has offered GREAT value as its scorching was so severe, I bought some shares for my ROTH when it had a 4.0% yield! . Great stocks to have core positions in but you make a lot more trading the volatility around the core positions. .

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