Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 232.53

+3.8%

3:21 PM EST

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To: Cynic 2005 who wrote (27925)	1/29/1999 5:59:00 PM
From: Proud_Infidel	Read Replies (2) of 70976

MMV, Re:Off and on I have been watching your blind faith This sector is an oligolopy with huge barriers to entry. The machines they make will need to replace all of the equipment in existence sometime within the next few years. This company is a pure play on the internet, since all net devices contain semiconductors. The balance sheets are incredible. We have already witnessed the Asia effects so now will have great YOY growth going forward, where other sectors are just beginning to feel the asian contagaion. Watching these stocks fall only strengthened my resolve, since the above did not diminish while the prices plummeted. If you consider this to be "blind faith" so be it...............

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