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

To: Paul V. who wrote (14875)	5/10/2005 10:21:02 AM
From: Big Bucks	Read Replies (4) \| Respond to of 25522

Hello Paul, if you look at a 5 year chart of AMAT you can see that the stock price has tended to trend down in a hyperbolic fashion since 2000. We've seen lower highs on each successive market/industry rally and the stock has been in a declining trend over the last year, even while other stocks have improved in value on increasing earnings that have followed moves of the US and global economies. Yes, there is some dynamic that is preventing AMAT from realizing higher stock prices.... I have postulated that it is because of excessive share availability, and market dynamics. A supply and demand issue. No one has presented another option/reason for this contrary occurance, even in the face of excellent quarterly and annual earnings results. As I see it now, AMAT would need to significantly increase its current sales volume and revenue generation to justify a doubling from the current price. That might prove to be an insurmountable achievement due to competitive pressures and a predictably finite and cyclic, equipment marketplace.