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

To: Proud_Infidel who wrote (2129)	8/6/2002 10:17:08 PM
From: Gottfried	Read Replies (2) \| Respond to of 25522

Brian, how solid? Wish I knew. This well known investor says we're in a secular bear investorshub.com G.

To: Proud_Infidel who wrote (2129)	8/6/2002 10:33:29 PM
From: Sarmad Y. Hermiz	Respond to of 25522

>> How solid? We are now at '97 levels:-) Brian, I think it is beyond the ability of TA support levels to be meaningful in a 5 year span for technology companies. Large country currencies, perhaps. But tech business changes very much to the point that the company is not really in the same business after 5 years. Or the market / competition is radically changed. TA is meaningful only if the fundamentals are comparable. I think AMAT will stay under $20/sh until it shows 2 Q's of sequential growth. I'm going by my experience in '98. Everything was in the toilet in the spring. But by December they were all going up nicely. I don't know how the timing will work this time, but we need that upward trend in rev and earnings. Sarmad