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

To: Big Bucks who wrote (17307)1/20/2006 10:07:57 AM
From: Proud_Infidel  Read Replies (1) | Respond to of 25522
 
BB,

Curious why you prefer INTC over AMAT here. AMAT would appear to have a much better competitive advantage than INTC, but that is just IMO. And with INTC (among others) being forced to raise its capex, it now looks to be AMAT's day in the sun.

And FWIW, I hold both, but AMAT holdings are far greater than my INTC.

Brian



To: Big Bucks who wrote (17307)1/20/2006 10:30:38 AM
From: Gottfried  Read Replies (2) | Respond to of 25522
 
BB, now the question is: sell AMAT before earnings? Historically that was the thing to do - although I've never done it. Or buy puts?


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