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


To: Kirk © who wrote (9999)5/25/2004 11:01:32 AM
From: robert b furman  Respond to of 25522
 
Hi Kirk,

Good observation!

Rather than call it a disconnect -I'd label it a lag.

As chip makers reach capacity,margins will expand,checking accounts will be flush and Capex will lead to greed and over capacity.

It is inevitable - BUY THE VALUE DURING THE LAG or ONANY DIP!!

JMHO

Bob