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

To: matt dillabough who wrote (10093)6/3/2004 12:45:52 PM
From: BWAC  Read Replies (2) | Respond to of 25522
 
Wasn't it just early last week that they were gaga over the corporate PC replacement cycle? Is that over now?



To: matt dillabough who wrote (10093)6/3/2004 1:05:40 PM
From: Cary Salsberg  Respond to of 25522
 
RE: "discernibly undervalued...a cash machine...industry conditions are as expansive today as any time in the past 20, if not 30 or 40 years."

The PLD industry, pioneered by ALTR and XLNX is only about 20 years old.

Credibility requires "discernibly" to be replaced by quantitative measures and theory supporting valuation judgements.

LLTC, MXIM, and XLNX are similar "cash machines", as are AMAT, KLAC, and NVLS during up cycles.


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