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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Sun Tzu who wrote (730)	2/28/2002 11:21:56 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 25522

I am looking at stocks like KLIC more than AMAT now based on the fact that I have so much AMAT, but also in part due to valuation. That being said, even with the high expectations AMAT garners from nearly everyone, I still expect it to beat the estimates going forward and the performance of most stocks in the sector, or else I would not continue to hold onto my shares. AMAT is currently gaining share in every segment, even metrology. Each cycle AMAT has looked expensive relative to its peers, and each cycle AMAT has use the sector weakness to steal share from competitors. One of the reasons I never bet against AMAT nor say it is overvalued. Also like GLW very much down here and have been slowly adding to it. BTW, I leave for Nepal 2 weeks from Monday; there is a State of Emergency in the country but I am looking forward to it very much anyway! Call me crazy; I probably am as most of my investments are in the equipment sector:-)))))) Brian