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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Jacob Snyder who wrote (38585)10/22/2000 3:10:02 PM
From: semi2000  Respond to of 70976
 
Jacob, good enough.

Your LEAPs startegy is good and needs that extra caution of P/S<3 since you are going 50% of your portfolio in AMAT. I think AMAT with its market size has good momentum BUT it cannot run too fast either. Hence over next 5 years NVLS, KLAC, ASML should provide higher % gain.

This is barring other problems AMAT makes for other companies such as lawsuits etc.

Good luck and I do not say you are perma bear.


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