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


To: Proud_Infidel who wrote (2551)8/19/2002 3:31:09 PM
From: Cary Salsberg  Respond to of 25522
 
Brian,

I don't follow RTEC.

They are selling about 2 times cash and 1 1/2 times book which was my target when I started the "Blood" thread.

I learned my lesson over 30 years ago when I followed the drug companies. It cost more to invest in the best and the growth forecasts were not so different, but the best constantly beat forecasts, handily, while the rest just made them.