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

To: Proud_Infidel who wrote (15111)	5/25/2005 4:38:52 PM
From: Return to Sender	Read Replies (1) \| Respond to of 25522

It's just you Brian. I found the article to be pretty straight forward contrarian logic. If you believe that the industry will improve in late 2005 you need to be buying now. But that's the real question. Will the btb see significant improvement by the end of this year? It's hard to get a V shaped recovery when you haven't really had a slowdown. All we have seen is simply lower asp's resulting in reduced demand for new semiconductor capital equipment. INTC can afford to spend through actual recessions. Basing capex expectations on INTC's announced capex is simply not enough information to figure out when it's best to buy AMAT cheaply. Lets not even talk about other stocks in the industry who get less of INTC's business. RtS

To: Proud_Infidel who wrote (15111)	5/25/2005 5:28:52 PM
From: Cary Salsberg	Read Replies (1) \| Respond to of 25522

Brian, A Motley Fool article pops up very frequently when I review the news associated with my various Yahoo portfolios. Initially, I read most that concerned companies in these portfolios. I soon concluded that the primary purpose of these articles was publicity and advertising for Motley Fool. I don't read them, now. In this case there is no "argument". Similarly, I have no argument if I say it rained Monday, but was sunny on Tuesday.