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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (30449)	5/16/2006 3:38:08 PM
From: BWAC	Respond to of 95520

Doesn't look from the price moves today that anyone is even interested in speculating on AMAT.

To: Proud_Infidel who wrote (30449)	5/16/2006 4:29:27 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95520

No, I'm not seriously looking at INTC yet anyway. Yes, I do believe there is the potential for more downside. But more importantly I think that the upside for INTC will be limited in the future. It's a safer stock now than most in the group. I am still hoping there will be an October bottom this year. Just like there was one in October 1998 and October 2002. Buying a lower beta stock like INTC limits downside but also upside. If I do play INTC it will be with the aid of options. RtS