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

To: Gottfried who wrote (11107)	8/21/2003 3:22:41 PM
From: BWAC	Respond to of 95663

What do you mean price isn't fundamental? Its fundamental to me. Cause if the price isn't right then nothing else matters. I don't know how much more fundamental you can get than that? I mean seriously. Lets pretend interest rates were normal. You could go out and get you a 6% CD for 12 years. You'd double your money. Now thats fundamental. Its also fundamental to take AMAT. If it repeats its best year ever every year for the next 12 years. Theoretically it would also generate enough cash to double your money. And its safe to assume that the 12 years will be nothing close to that. So fundamentally, without the casino aspect involved, you'll do better in a CD. Or fundamentally, you're paying a premium for AMAT to have a seat at the casino, err I mean market.