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

To: Big Bucks who wrote (14164)	4/11/2005 1:33:09 PM
From: Proud_Infidel	Respond to of 25522

AMAT may have had excellent sales, but it did NOT have record sales or earnings like INTC had. And even with record sales and earnings at INTC, its stock is really trading below the market average multiple. People just aren't fond of tech now.....you can ascribe it to shares outstanding or many other things, but I think it all comes down to sentiment.

To: Big Bucks who wrote (14164)	4/11/2005 7:27:03 PM
From: Return to Sender	Read Replies (1) \| Respond to of 25522

AMAT has a lower beta than many of the so called sexy stocks. Still timing is everything. AMAT cannot be expected to rise as far in a cyclical advance, nor fall as far in a cyclical bout of profit taking, than most higher beta stocks in the sector. But buy at the anything at the wrong time, or sell it the wrong time, then does it really matter? AMAT has a great deal of institutional ownership. Institutions, not small investors like us, determine more than anything where the stock will trade. Institutional investors are aware of the cyclical stock trading patterns in this sector. Too bad we as small investors cannot figure out a way to get out in front of the next cyclical advance. If we could figure out when to buy (when there is very little downside risk) maybe we should try using options to leverage the advance of AMAT's stock price. I think would be a great way to increase the potential return. RtS