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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (29335)	12/19/2007 8:07:21 PM
From: Wallace Rivers	Respond to of 78958

Thanks for the heads up on AMAT, traded it a couple times in '06. Looking at its price now, even at its lows, I left some money on the table. It's a best in breed large cap at/near its lows, so it's back on my watch list.

To: E_K_S who wrote (29335)	12/19/2007 11:18:09 PM
From: Spekulatius	Read Replies (2) \| Respond to of 78958

I like AMAT but it's too early to buy. I consider it very likely that slowing economy will take it's toll on semi CAPEX which is where AMAT's bread and butter business is. AMAT has sone a formidable job in expanding their business during the last 4 years. they now have a strong foothold in LCD manufacturing and now also in equipment for Solar cell. However I think that as their mainstay business is coming under pressure, the stock will do so as well. I think AMAT can be bought below 15$ during the next 12 month.