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

To: Return to Sender who wrote (14782)	5/5/2005 5:40:35 PM
From: Big Bucks	Read Replies (1) \| Respond to of 25522

RTS- I consider $14 a reasonable price to start buying AMAT and to dollar cost average down from there.... I'd love to see $12 AMAT or lower...because it would mean that there is capitulation and that the institutions have lightened up their extensive holdings of the stock. That would level the playing field for the individual investor and represent an excellent risk/reward environment for the little guy. I wonder if AMAT is buying back large quantities of stock at these levels or are they waiting for better pricing later this year? If AMAT announces a reorganization or restructuring of its business units it will be a clue that they are adjusting their operational model because of declining forward visibility/predictability... In the past, when AMAT is laying off, it has signaled a bottom and is a time to cherry pick, because being one of the strongest they can hold out longer than their peer equip mfg's.