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

To: chomolungma who wrote (8545)	1/22/2004 11:36:47 AM
From: Gottfried	Read Replies (2) \| Respond to of 25522

chomolungma, BWAC is our official thread curmudgeon [and proud of it :)] and it's his job to be insulting. Gottfried

To: chomolungma who wrote (8545)	1/22/2004 12:33:52 PM
From: BWAC	Read Replies (3) \| Respond to of 25522

<The possibility exists that you might be wrong.> The certainty exists that I will be wrong. I strongly disagree with the opinion to buy without fear here due to the surely coming upward revenue trend. If you find that, or my tone of expressing that, insulting then so be it. You will note that not once has a direct personal insult been hurled. The time to safely buy was long ago. Multi year trend up or not, now is the time to figure out how not to lose what was made. Take LRCX for example. Nothing wrong with its report. But it is down 5%ish. Despite the fact of higher orders and backlog. Is there anyone who doubts that LRCX (and AMAT) will have at least one quarter in 2004 that exceeds 25 cents EPS? I don't doubt it. I kinda expect them to exceed 30 cents. But if you (or anyone else who might be a casual investor) are buying now to cash in on that, it is very possible that you are late to the party. Look at thread sentiment. Not one other person here is posting about a protection plan.