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

To: Jacob Snyder who wrote (4965)1/16/2003 2:21:24 PM
From: Cary Salsberg  Read Replies (2) | Respond to of 25522
 
OT ARMHY

In a previous post, you pointed to convergence. In that convergent environment, ARMHY competes against the other processor vendor, INTC. I think I would want my largest holding to be INTC under those circumstances, not ARMHY.

Hopefully, the volatility you also referred to will get you out at a big profit before long term issues become evident.



To: Jacob Snyder who wrote (4965)1/16/2003 2:29:20 PM
From: Sam Citron  Read Replies (1) | Respond to of 25522
 
Looks quite reasonable to me. One issue which does occur to me is I wonder whether it has avoided military/defense related applications as have so many other tech firms. In spite of what one might think about war in general or this particular war, or the vagaries of depending on DOD procurement, at times like the present it is good to be diversified with some exposure to defense.


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