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

To: Proud_Infidel who wrote (14135)	4/11/2005 10:23:12 AM
From: Gottfried	Read Replies (2) \| Respond to of 25522

Brian, the Silicon Valley 150 are featured in a special section of our paper today mercurynews.com They are more profitable than ever but don't hire much. LLTC is at the top of profitability and AMAT is in the top 10. LLTC does not outsource anything, not even manufacturing! There are several articles. Gottfried

To: Proud_Infidel who wrote (14135)	4/11/2005 10:29:30 AM
From: Big Bucks	Read Replies (2) \| Respond to of 25522

Brian, people invest in technology that is new and exciting and stimulates their concept of fast growth and stock price appreciation. They want a race horse that pays off when it wins. Just like a race horse that never loses, AMAT's odds spread is very low and the payoff, while assured, doesn't offer much return, even though it is the perennial winner. Face it, AMAT is not exciting and new and expectations for its performance and odds are preset and it has the most bets placed on it as the sure winner.

To: Proud_Infidel who wrote (14135)	4/11/2005 7:04:13 PM
From: robert b furman	Read Replies (1) \| Respond to of 25522

Hi Brian, What will make Amat go up is the price action. Upward trending stocks - are the single greatest feature that drives the buying/greed emotion. When stocks are flat and boring - the stocks float is being accumulated by institutional firms and longer term investors. As many other sectors go through the earnings increase cycle ,of their sector, within the economic expansion - their profitability will enable them to purchase the required next level of technology that is necessary to be efficient amongst their competitors. For tech to not participate,and be seemingly dead in the water, is to save power for its late cycle run up in price. Tech becomes the universal common denominator for all other sectors to embrace in pursuing efficiency amongst their competittors. After all sectors enjoy their rotation, tech will have it largest and best base to grow on. To delay tech's turn is to build further strength. It does require patience and I do believe it will once again occur. It just will be the very late cycle (again) in this recovery. Admittedly it may well not be as robust as the last top,as the internet coming into its own was a "once in a generation" kind of introduction. That does not say it will never rotate into favor again.IMO Bob