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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Return to Sender who wrote (9836)5/16/2003 12:12:56 AM
From: Cary Salsberg  Respond to of 95663
 
RE: "...reading your posts..."

As you know, I don't trade, I don't follow TA, and I don't like risk. I just feel fortunate that there are "no-brainer" trends, Moore's Law, Broadband, Wireless, Real Time Audio/Video and "no-brainer" companies, AMAT, ASML, KLAC, NVLS, ALTR, XLNX, LLTC, MXIM, that will combine to provide me with extraordinary returns with very modest risk. I do spend a good deal of time wondering what I will do for an encore. I can't conceive of actually just having fun and spending the money.



To: Return to Sender who wrote (9836)5/16/2003 12:20:28 AM
From: StanX Long  Read Replies (1) | Respond to of 95663
 
Does AMAT still matter?

Applied Materials is the god of the chip-making equipment business. But the reaction to the earnings report from the company yesterday shows that some of the magic has worn off. . .

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