Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Return to Sender who wrote (14777)	5/5/2005 4:21:28 PM
From: Gottfried	Read Replies (1) \| Respond to of 25522

RtS, but BB ALWAYS says that >Big Bucks is saying is set aside all the data that makes you feel good about owning these stocks now because he believes it will get worse (stock prices) before it gets better.< Gottfried :)

To: Return to Sender who wrote (14777)	5/5/2005 5:27:42 PM
From: Big Bucks	Read Replies (2) \| Respond to of 25522

RTS- not bad... institutions are holding around 75% of available outstanding stock in AMAT...that leaves approx 25% for individuals to own... IMO, once the amount of stock held by institutions falls to around 50% it will be the time for individuals to buy.... As it stands now, any buying rally is met with institutional selling, which keeps the stock price depressed, because institutions are offloading some of their excessive holdings. There must be large volatility swings in AMAT price that represents a risk/reward option for individual investors or they will just watch and not play. Right now the institutions are controlling the playing field, which is keeping individual investors on the sidelines, IMO. Buying and holding AMAT, by individuals, currently just ties up resources better used elsewhere, until the playing field is a little more level. BB

To: Return to Sender who wrote (14777)	5/5/2005 9:55:23 PM
From: Proud_Infidel	Read Replies (2) \| Respond to of 25522

Re: set aside all the data that makes you feel good about owning these stocks now because he believes it will get worse (stock prices) before it gets better. When talking about the behavior of people (and investors), nobody knows if it will get worse before it gets better, or vice versa. Simply because it "has been so" is certainly not a reason it will continue to be. Re: P/E's don't matter much to them and neither does the btb. At some point cash and low psr/pe will have to matter. One cannot bid up GOOG indefinitely while at the same time ignoring the very companies which make GOOG's existence possible.