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

To: Proud_Infidel who wrote (14256)	4/13/2005 11:12:29 AM
From: willcousa	Read Replies (2) \| Respond to of 25522

"....What if China invades Taiwan?.... Or in the alternative a lot of US and other companies would be scrambling to build replacement capacity and this would set off a several year boom in CE.

To: Proud_Infidel who wrote (14256)	4/13/2005 11:15:22 AM
From: Big Bucks	Read Replies (1) \| Respond to of 25522

Brian there is always risk to every investment, that is the nature of the beast. I'm just pointing out that there are no absolutes when making projections based on unknowns. I currently hold no semi related stocks. If a recession does develop, AMAT might not generate the predicted revenues next year because fabs would reign in their capital expenditures and the PE would drop further maybe as low as 14. Just a consideration, not that it WILL happen. Consider it food for thought. BB