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


To: robert b furman who wrote (9930)5/21/2004 9:42:35 AM
From: Gottfried  Read Replies (1) | Respond to of 25522
 
Bob, the enthusiasm is gone, for good. Remember Tito's stair step builders? They retired. We'll be lucky to see the mid-twenties again [for AMAT]. It's true: chips are becoming ever more essential and pervasive. But profits are not impressive, even if growth from a very low base is.

Gottfried