SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Quarter to Quarter Aggressive Growth Stocks -- Ignore unavailable to you. Want to Upgrade?


To: Lizzie Tudor who wrote (4264)1/3/2003 3:01:20 PM
From: Jack Hartmann  Respond to of 6925
 
Maybe $10 or so which was right about the Oct lows.

AMAT is my technology pick. They dominate the semi equipment market. They will gain share in the downturn. I actually listened to the AMAT recent CC unlike Herb. Every bounce upward off year's lows in AMAT was not on good news. Like in October when I bought, it just got very oversold.

I figure that three big tech products are coming next Christmas. Look for HDTV's under $1200, flat panel monitors, and DVD burners as thing on many wish lists. Tech is alive and well, just not dependent on computers sales.

Jack



To: Lizzie Tudor who wrote (4264)12/31/2003 8:06:28 PM
From: Jack Hartmann  Respond to of 6925
 
where is the bottom for AMAT? Maybe $10 or so which was right about the Oct lows.

Nice call. You should write for street.com ;)

Jack