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


To: Proud_Infidel who wrote (7172)9/16/2003 10:52:53 AM
From: BWAC  Respond to of 25522
 
Only its not a mere accident in my opinion. Its more like the scene of a planned and choreographed insurance fraud "accident".



To: Proud_Infidel who wrote (7172)9/16/2003 11:13:39 AM
From: Gottfried  Read Replies (1) | Respond to of 25522
 
Brian, you have permission to look at Cramer's stories - it keeps you sharp. <vbg> G.



To: Proud_Infidel who wrote (7172)9/16/2003 11:48:29 AM
From: Cary Salsberg  Read Replies (1) | Respond to of 25522
 
RE: "I cannot help but look"

You have too much free time on your hands.

Here is something to fill your time:

Do MRVL, NVDA, GNSS, ICST, MCHP, POWI, BRCM, PMCS, SLAB, RFMD have sustainable competitive advantages (SCA) or significant barriers to entry (SBE)?

Objective: you are looking for semis to move into when semi-equips prices have discounted cycle peak earnings.