Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 249.89

+3.1%

Nov 26 3:59 PM EST

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To: Richard Richardson who wrote (17352)	3/8/1998 6:22:00 PM
From: Proud_Infidel	Read Replies (1) of 70976

Rich, Over the next 2-5 years timeframe, yes AMAT should be an excellent co. to hold. However, because this sector is cyclical, IMO one should at the very least think of selling near the top of the cycle. This is the kicker: how does one gauge the top of the cycle? There are numerous theories, from a defined time from peak to peak, an eps increase of ~2.5X from peak to peak etc. etc etc. It is a tough call to make, but one which could prove very profitable. The DD's are another recent example. Several years of gains wiped out in a matter of months. The stocks in these sectors, I am beginning to learn, are not necessarily "shoebox" stocks. AMAT be one of the exceptions, since they do not fall as hard during hard times. regards, Brian

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