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


To: Alastair McIntosh who wrote (2325)8/13/2002 4:44:33 PM
From: Sarmad Y. Hermiz  Read Replies (3) | Respond to of 25522
 
Alastair,

I'll quote my earlier post:

"So in my opinion, the best that a semi investor can hope for at this time is stabilization of revenues, with slightly higher earnings, and rising bookings. If we get a report like that from AMAT I'd be thankful. We'd still be subject to down drafts from the dollar, and war-drum-beating. But at least we'd have a fundamental peg to hang our hat on till the next report."

Message 17868397

Captain Morgan delivered it, and I'm grateful.

edit. I have no hestiation about buying at the 13+ level. Unfortunately I have no cash, either!

Sarmad