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

To: Donald Wennerstrom who wrote (15026)5/17/2005 7:03:38 PM
From: robert b furman  Read Replies (1) | Respond to of 25522
 
I also think Amat represents the SCE sector in general.

I'm thinking it will be a stock pickers market before the tide lifts the big boats (Amat).

Select small companies that are more niche oriented and who have developed new technolgy that is stand outdifferent from 200mm and being more universally accepted in 300mm.

Varian or Axcellis
Klac
Cohu

seem to be leadership of a NICHE vs all the equipment @ a one stop vendor??

Bob



To: Donald Wennerstrom who wrote (15026)5/17/2005 7:05:40 PM
From: Gottfried  Read Replies (3) | Respond to of 25522
 
OT but worth reading "Tame your lizard brain" Message 21333013

excerpt
women are on average better investors than men. A recent Merrill Lynch study shows women are less likely than men to make investing mistakes, such as riding winners down, holding onto losers or buying on a tip.


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