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

To: Gottfried who wrote (20617)	9/12/2006 1:58:46 AM
From: etchmeister	Read Replies (1) \| Respond to of 25522

bloomberg.com too many hoping for fast buck - looking back not one of many supply jitters was able to materialize in a meaningful way. No surprise GS - already going after the power grid - remains bullish

To: Gottfried who wrote (20617)	9/12/2006 8:30:14 AM
From: Proud_Infidel	Read Replies (3) \| Respond to of 25522

7 stocks for the really long run The best investments are the ones you can hold for decades. You'll lower your tax bill and your trading costs - and maximize your chances for great returns. Applied Materials Tech Dominators: Technology may change, and tech shares may be very unpredictable, but one type of stock in particular benefits from a very long holding period. A company that dominates an important business can maintain its position for years and turn in above-average growth. If the business is highly cyclical, however, even the No. 1 player's stock will bounce up and down, and investors can get burned if they mis-time a trade. But hold for 30 years, and you won't care about volatility. In the end, you'll reap the rewards of decades of earnings growth. Applied Materials is the leading producer of semiconductor-manufacturing equipment. Even in good times this is a cyclical business. Because chipmaking equipment is so expensive (from $1 million to $3 million apiece for one of the latest systems), producers put off buying new machines as long as they can. But then, when overall demand picks up enough or a new kind of chip becomes popular, makers have to upgrade. Recently, Applied Materials (Charts) has warned that orders could be flat in the second half of the year. Nonetheless, the company's earnings have grown at an 18% compound annual rate over the past five years. That's impressive for a stock trading at less than 15 times estimated earnings. Just be sure you balance a stock like Applied Materials with more conservative choices so you'll be comfortable hanging on through the ups and downs. money.cnn.com