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

To: Rarebird who wrote (17213)	1/15/2006 8:43:57 PM
From: robert b furman	Respond to of 25522

Hi rarebird, I agree with your scenario. I too have 401 k funds in Russell and midcap 400. Although many for quite a while have expected a rotation to big caps - it has yet to materialize. Big caps have been biggest pigs in the option trough and IBM's shadow of how to resolve the issue seems to delay investor confidence in this stockholder dilution effect being terminated. I think this puts off big cap leadership and makes midcaps targets for acquisition premiums. This definitely makes it a stockpicker's game and admittedly - luck is nice here too.GG I think Iran is a long term gum to death delay - as Iran was for many years. In between it is a self fulfilling geopolitical risk that keeps speculative fever into the above market price of oil until new supply comes on stream, in such volume that Iran can be sanctioned and impoverished(therecontribution of oil is displaced). As Iran develops, Iran withers. Very doable and a long term viewpoint is needed. Russia and African countries are more than happy to pick up the slack, as modest domestic exploration at higher prices grows a lucrative homegrown industry right here at home -with or without our vast coastal and Alaskan potential being explored. No one says it, but many want to keep ours until the last -at the very highest of values, or never at all, if alternatives develop. Bob